Come see our in-house Financial Advisors Samantha Davenport & Kim Smith for a complimentary financial consultation. Samantha has been providing financial planning services for our members for over 9 years, don’t miss out on this incredible value! Samantha can help you assess your overall financial health and well being and provides the following products & services:
- Financial planning
- Access to Investment management services
- IRA’s/Roth IRA’s
- Retirement plans for small businesses
- College savings 529 Plans
- Life insurance
- Disability income insurance
- Long-term care insurance
Connect With Samantha
Samantha Sagers-Davenport and Kim Smith are registered representatives of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (6701 Koll Center Pkwy Ste 140 Pleasanton CA 94566, Phone 925-979-2300). MassMutual Northern California is not a subsidiary or affiliate of MML Investors Services, LLC. Samantha Sagers-Davenport CA Insurance License #0E57325 and Kim Smith CA Insurance License #0i24312. CRN202702-XXXXX.
Delta Schools Federal Credit Union receives compensation from MML Investors Services (MMLIS) and its affiliates for referring clients to MMLIS and its representatives. This compensation creates an incentive for Delta Schools Federal Credit Union to refer clients to MMLIS and its representatives, resulting in a material conflict of interest.
MMLIS’s affiliates include Massachusetts Mutual Life Insurance Company and its affiliated subsidiary insurance companies (MassMutual), and MML Insurance Agency, LLC (MMLIA).
For the products and services offered through MMLIS, Delta Schools Federal Credit Union will receive 21% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered by or through MassMutual and MMLIA, Delta Schools Federal Credit Union will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.
Delta Schools Federal Credit Union is not affiliated with MMLIS or any of MMLIS’s affiliates (including MassMutual), and Delta School Federal Credit Union is not a client of MMLIS.
Securities products and investment advisory services are offered through representatives of MML Investors Services, LLC, Member SIPC® and a Massachusetts Mutual Life Insurance Company subsidiary, 1295 State Street, Springfield, MA 01111.
