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CDC Investment & Retirement Solutions

We're here to help with your long-term dreams, whether it's retiring on your terms or saving for a life goal.

CDC Investment & Retirement Solutions

You don't need big finances to get big advice. Whether you're just entering the workforce or preparing for retirement, our knowledgeable Investment & Retirement Representative, Mona Bandoh, can determine what strategies are suitable for you. If you're newly married, planning for a child's education, or facing an unexpected job change, Mona can help you pursue your financial goals.

Through our services, you have access to a wide variety of financial management services at one location including:

It's never too late to invest in your future. Small steps today can make for a brighter tomorrow. Contact Mona today at (678) 553-5328 to schedule a no-cost, no-obligation appointment to discuss your individual needs.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Upcoming Seminars

Social Security and Your Retirement

April 11, 6PM

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

Register Now for Social Security and Your Retirement seminar

Women and Investing

June 20, 6PM

There's no denying the facts: Women tend to earn less than men and live longer than men. If you're a woman who would like to retire one day, you may need to save more and invest more than men.

Register Now for Women and Investing seminar

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CDC Federal Credit Union and CDC Investment & Retirement Solutions are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CDC Investment & Retirement Solutions, and may also be employees of CDC Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CDC Federal Credit Union or CDC Investment & Retirement Solutions. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency
Not Credit Union
Not Credit Union Deposits
or Obligations
May Lose Value

The LPL Financial registered representative(s) associated with this website 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.

CDC Federal 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 advisory services.

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