Mission Investment Services

Mission Investment Services Private Member Group is now Mission Investment Services located at NDFCU. Same team. New name. At Mission Investment Services, we have you—and only you—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of o

ur resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.missioninvestmentservices.com/

The savings rate is the government’s estimate of how much U.S. households are saving.
07/17/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

How familiar are you with the Federal Reserve? Here is a quick history.
07/17/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
07/16/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
07/16/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
07/15/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Second homes have unique risks and insuring them is different than a primary home.
07/15/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
07/14/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
07/14/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
07/13/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
07/13/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Address

2025 Edison Road Suite A
South Bend, IN
46637

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15744004780

Website

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