TRUE Community Credit Union Investment Services

TRUE Community Credit Union Investment Services
Categories

Finance/Legal & InsuranceBusiness & Professional ServicesConsultantsEstate and Retirement Planning

About Us

CP Federal Investment Services was founded with the goal of assisting our members in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence. For each of our members we strive to help create financial stability and confidence to provide financial independence.

OUR COMMITMENT

Our Investment Professionals consist of experienced professionals with a ''hands on'' approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Investment Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

OUR PRINCIPLE

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition.

If you have any questions about your current financial situation or wish to schedule an appointment with our Financial Consultant, Terry French, you can contact the Client Services Assistant Jamie Potts at (800) 554-7101 x4250 or at Jamie.potts@lpl.com or the Investment & Project Support Coordinator Daniel B Adams at (800) 554-7101 x4338 or at daniel.adams@lpl.com.

Images

Terry French, Financial Consultant
Jamie Potts, Client Services Assistant
Daniel B. Adams, Investment & Project Support Coordinator

Rep/Contact Info

Daniel Adams
Investment & Project Support Coordinator
  • Phone: (517) 784-7101 ext 4338
  • Fax: (517) 768-5540
Terry French
Financial Consultant
  • Phone: (517) 784-7101 ext 4128
  • Fax: (517) 768-5540
  • Send an Email
Jamie Potts
Client Services Assistant
  • Phone: (517) 784-7101 ext 4250
  • Fax: (517) 768-5540
  • Send an Email

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Contact

134 W Michigan Ave.
Jackson, MI 49201
517.782.8221

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