TRUE Community Credit Union Investment Services

The professionals at TRUE Community Investment Services provide comprehensive financial planning through LPL Financial, the #1 Independent Broker Dealer in the Country as reported by Financial Planning magazine in June 1996-2020, based on total revenue.

We want to be your partner in writing a life story that stretches beyond your imagination and cultivate those legacy-defining moments for the people and places we serve for generations to come. We believe in using a Process to work toward your long-term goals and needs. The Process is called the PGI Investment System.

Want to set up a free no-obligation appointment?

Give us a call today at 517-784-7101 Ext 4305 or get in touch with our experienced, local investment team

• Daniel Adams
  Investment & Project Support Coordinator
  Phone: (517) 784-7101 ext 4338
  Fax: (517) 768-5540
• Terry French
  Financial Consultant, CP Federal Investment Services
  Phone: (517) 784-7101x4128
  Fax: (517) 784-3737
  Send an Email
• Jamie Potts
  Client Services Assistant
  Phone: (517) 784-7101 ext 4250
  Fax: (517) 768-5540
  Send an Email