Mission Investment Services

Mission Investment Services Private Member Group is now Mission Investment Services located at NDFCU. Same team. New name. At Mission Investment Services, we have you—and only you—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of o

ur resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.missioninvestmentservices.com/

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
06/02/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
06/02/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Does your insurance cover you if you get into an accident with an uninsured driver?
06/01/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
06/01/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
05/29/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

05/29/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
05/28/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
05/28/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
05/27/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
05/27/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Address

2025 Edison Road Suite A
South Bend, IN
46637

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15744004780

Website

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