Financial Planning

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The Del-One Financial Planning Program is a full-service financial advisory program, providing retirement, insurance and investment services to members like you.  We're here to help you and your family through a lifetime of financial planning needs - from those just starting a savings plan to those with sizable assets looking for more sophisticated management tools.

Some of the products and services available include:

  • Retirement Planning
  • Wealth Management
  • Education Funding
  • Mutual Funds
  • 401(K)/ Pension Rollovers
  • Life Insurance
  • Long-term Care Insurance
  • Investment Planning

The Del-One Financial Planning Program is staffed by a knowledgeable and experienced financial planner, Robert Ziegler, devoted to serving all of your retirement, insurance, and investment needs. Be assured you will be served with the same personalized attention you've come to expect from your credit union.  Call 302-643-3021 today for a no-cost, no-obligation appointment.*

* It is not our position to offer legal or tax advice.  Robert Ziegler is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.  1601 Millltown Rd. Suite 9, Wilmington DE 19808, (302) 992-0600. CRN201206-2069012   Del-One Federal Credit Union and Lincoln Financial Advisors have formed a strategic alliance.  Securities, investment advisory services and insurance products offered through Lincoln Financial Advisors are not insured by NCUA or any other Federal agency, are not deposits of any credit union, not guaranteed by the credit union, involves investment risk and may lose value up to the full value of principal invested.  Del-One FCU is not an affiliate of Lincoln Financial Advisors.

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