“Write it on your heart that every day is the best day in the year.” - Ralph Waldo Emerson Let’s embrace each moment and make the most of today!
Velocity Community Investment Services
Financial Services
Palm Beach Gardens, Florida 30 followers
We believe that objective financial guidance is a fundamental need for everyone.
About us
At Velocity Community Investment Services, we believe that objective financial guidance is a fundamental need for everyone. We focus on creating the personal, long-term relationships that are the foundation for turning life’s aspirations into financial realities. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Velocity Community Investment Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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. Insurance products are offered through LPL or its licensed affiliates. Velocity Community Federal Credit Union (VCFCU) and Velocity Community Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Velocity Community Investment Services, and may also be employees of VCFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, VCFCU or Velocity Community Investment Services. Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency • Not Credit Union Guaranteed • Not Credit Union Deposits or Obligations • May Lose Value
- Website
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http://www.velocitycommunityis.org/
External link for Velocity Community Investment Services
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Palm Beach Gardens, Florida
- Type
- Privately Held
- Specialties
- Retirement Planning, Tax Management, Estate Planning, Risk Management, Education Funding, Investment Planning, and Employee and Executive Benefits
Locations
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Primary
2801 PGA Blvd
Palm Beach Gardens, Florida 33410, US
Updates
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January is Financial Wellness Awareness Month! Let’s kickstart the year by prioritizing our financial health! It's the perfect time to assess your finances and set achievable goals. Learn more on how we could help: https://lnkd.in/eTXUcJUA
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We lead busy lives, even as retirees, and it is more common than you might think for people to forget to take their RMD before the applicable deadline. #FinancialFactFriday
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It’s the most wonderful time of year. The holiday season is upon us, and no matter what festivity you participate in, there is a good chance that you might once again watch the timeless Dr. Seuss classic, The Grinch Who Stole Christmas. It is not just a fun Christmas story that has stolen our hearts since 1957; it is a story packed with life and business lessons that we can apply to our lives.
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Today is the first day of Winter! As we embrace the season, it’s a great time to reflect on your financial goals for the year ahead. #WinterSolstice
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According to US New Money, 62% of Americans aren’t even aware that they have to take an RMD, and a fair share of those that do make mistakes they could have avoided. Here are five common RMD mistakes that could prove costly.
5 Common RMD Mistakes That Could Ruin Your Retirement
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