Financial Planning


Also in this section:

   Investment Planning

   Insurance Services

   Financial Counseling

Financial Planning

At Desco we offer a variety of services including shares, share drafts, and share certificates. But we recognize that your needs and individual goals are unique and so are your investment choices. When you need special attention make an appointment with our Financial Consultant:

Denver L. Nelson, Jr.
Financial Consultant

Extension 3362
740-354-7791 or 800-488-0746

Denver can offer your a variety of Financial Planning Services:
  • Retirement Planning
  • Estate Planning
  • College Funding
  • Survivor Needs
  • Tax Planning
  • Accumulation Planning
  • Portfolio Analysis
And specific products that will round out your investment portfolio:
  • Mutual Funds
  • Variable & Fixed Annuities
  • Disability and Long-term Care Insurance Products
  • Dozens of Retirement Plans
  • Common and Preferred Stocks
  • Corporate, Municipal and Government Bonds

Securities offered through Sigma Financial Corporation, Member FINRA/SIPC

Securitie are:
Not NCUA or FDIC insured
Not a deposit product
Not a condition of any credit union service
Not a credit union/affilliate guarantee
May lose value
Routing #: 242278823
Main Office Portsmouth, OH
740-354-7791     1-800-488-0746
Serving Ohio, West Virginia and Kentucky
Equal Housing Lender        NCUA        MasterCard Secure Code    Vision and Mission:
To create value for our members
Member value is defined as providing
high quality competitive products and services,
delivered by friendly supportive and knowledgeable
staff, all from a safe and sound organization.