TRUE Community Credit Union Investment Services

TRUE Community Credit Union Investment Services


Finance/Legal & InsuranceBusiness & Professional ServicesConsultantsEstate and Retirement Planning

About Us

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

Rep/Contact Info

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