Velocity Community Investment Services

More Info

General Info

Velocity Community Investment Services utilizes LPL Financial to provide brokerage services to Velocity Community Credit Union members. Even if you already have a broker that handles your finances, Gary Henderson, Chartered Retirement Planning Counselor professional with over 18 years in financial services, will offer a complimentary, no obligation, second opinion or portfolio review. We serve individuals and businesses in all areas of financial management, including: Retirement planning, Tax management, Estate planning, Risk management, Education funding, Investment Planning and Employee and executive benefits.

Email

Email Business

Services/Products

Education Funding Estate Planning Retirement Planning Risk Management Tax Management

Payment method

cash, check, financing available, travelers checks, android pay, apple pay, debit, discover, samsung pay, visa

Other Link

http://www.velocitycommunityis.org

Categories

Financial Planners, Financial Planning Consultants, Insurance

Other Information

Parking: Lot

Reviews

Details

Phone: (561) 625-2399

Address: 2801 Pga Blvd, Palm Beach Gardens, FL 33410

Website: http://www.velocitycommunityis.org