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DuPage Credit Union contracts with companies not affiliated with DuPage Credit Union to offer their products and services to members. When you purchase a product or service from one of these companies, that company is responsible for protecting your data and its processes and procedures may differ from those of DuPage Credit Union. These companies have sole financial responsibility for their products and services. The trademarks, logos and names of other companies, products and services are the property of their respective owners.
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Get help with your financial goals.

Schedule your no cost, no obligation consultation today.

Schedule Consultation [With a Financial Advisor]

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What is DuPage Financial Advisors?

Exclusively for members, the DuPage Financial Advisors program is offered through LPL Financial. Our professionals have helped over 300 members and can help you pursue your financial goals in the following areas:

  • Retirement Planning
  • 401(k) Rollover Services**skip to disclosure
  • Investment Planning
  • Education Funding
  • Estate Conservation
  • Social Security
  • Business Planning
  • Life Insurance
  • Long Term Care
  • Mutual Funds & ETFs
  • Stocks/Bonds
  • TRS and SURS pensions
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What do I get during my consultation?

  • A private review of your current overall financial picture
  • A discussion about your personal goals for your financial future and tools on how to pursue them
  • A look at how taxes, Social Security, pension, and more will affect you both in the present and the future
  • An open and inclusive environment for you to participate and ask questions

Upcoming Complimentary Webinars1skip to disclosure

 

Complimentary Webinar: Women & Investing

December 17, 2024 @ 6:00 pm - 7:00 pm

The virtual seminar will focus on taking control of your future through investing, while exploring key investment principles every woman should know and important opportunities like asset allocation.

Register Now
Jacob Hernandez

Meet Jacob Hernandez

Jacob is a Registered Representative of LPL Financial. He is also a licensed insurance agent. Let him help you! Check the background of this investment professional on FINRA's BrokerCheck.

Learn More

Request your complimentary consultation.

Complete the form below to get started, or call Jacob at 630-718-8333.

**

  • Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

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1There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value. return to top

  • Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. DuPage Credit Union and DuPage Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using DuPage Financial Advisors, and may also be employees of DuPage Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, DuPage Credit Union or DuPage Financial Advisors. Securities and insurance offered through LPL or it’s affiliates are:

    Not Insured by NCUA or Any Other Government Agency
    Not Credit Union Guaranteed
    Not Credit Union Deposits or Obligations
    May Lose Value

    The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state.

    DuPage Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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