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/

Some diets lighten nothing but your wallet. Here’s a few to avoid.
09/03/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

09/03/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Committed to increasing your financial literacy? Don't be afraid to ask questions.
09/02/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

09/02/2026

Retirement may change your perception of investment risk.

What did it take to become the richest man in Babylon?
09/01/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
09/01/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
08/31/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
08/31/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

The average college senior graduates with credit card debt. How will your kids manage money?
08/28/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

If you don’t have an estate strategy, here's some reasons why you should.
08/28/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

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

Alerts

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