About Us
At Delta Community Retirement & Investment Services, we embrace our core values—exceptional service, collaboration, ethics and integrity. When you partner with us, you’re not only hiring someone to give you financial recommendations—you’re hiring a dedicated team of professionals who will guide you through difficult conversations, provide judgment-free confidentiality, and truly understand your story, all with your resources in mind.
Actionable Advice
We hold ourselves to the highest fiduciary standard. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals which means you can rely on us to be committed to doing right by you, as well as trust that our mission is to help you pursue your goals.
We are dedicated to pursuing professional development, and Delta Community provides us the resources for educational and professional development so we can offer our clients the highest level of knowledge and service.
Our Approach
We understand you’re not only managing funds; you’re managing your life and your future. Investing your wealth isn’t just about a place to put your money—it’s about preparing for life events. It’s about sending your kids to college; walking your daughter down the aisle; holding your grandson for the first time; and retiring without fear of running out of money.
We start by spending time getting to know you and your preferences. Then, we’ll make a recommendation on how we can work together and outline a plan to address your goals and needs. Through a disciplined and systematic approach, we’ll craft a plan that will empower you to make decisions, with the help of actionable feedback and advice.
Our Services
Locations and Hours
We have CERTIFIED FINANCIAL PLANNER™ professionals available to conduct appointments by phone or by videoconference, Monday through Friday 8:00 a.m. to 5:00 p.m. ET. In-person appointments are currently available on a limited basis only in the following branches:
- Alpharetta
- Atlanta (Virginia Avenue)
- Decatur
- Duluth (Sugarloaf)
- Fayetteville
- Johns Creek
- Marietta (Dallas Highway)
- Newnan (Coweta Crossroads)
- Peachtree City (Braelin Village)
- Peachtree City (Wisdom Road)
- Sandy Springs
- Stockbridge (Eagles Landing)
- Vinings
- Woodstock
To schedule an appointment or request more information, please email us at DCRIS@DeltaCommunityCU.com or call 404-677-4890.
Service
For our existing clients, please contact our Client Service Team at 404-677-4890 for the following:
- Schedule or change an appointment
- Make a contribution or request a withdrawal
- Place a trade
- Update mailing address or beneficiaries
Whether you’re looking for guidance when first starting out, facing a challenging life event, or simply a second opinion on your investments, Delta Community Retirement & Investment Services is here to help.
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
Securities and insurance offered through LPL or its affiliates are:
