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/

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/08/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Are you ready for school—again?
06/08/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
06/05/2026

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.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/05/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Terrible or wonderful; Could a variable annuity be right for you?
06/04/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Childhood attitudes and habits can determine your child's health in his or her adult years.
06/04/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
06/03/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
06/03/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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.

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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