We understand that you have many financial dreams and goals such as buying a home, saving for your child’s college tuition and ensuring a secure retirement. The staff of Del Norte Investment Services work with you every step of the way to help you successfully reach the financial summits of your life.
The Del Norte Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
For more information about CUNA Brokerage Services, Inc., please visit Cuna Brokerage Services.
Understanding your day-to-day financial needs is the first step to creating a plan for a successful future.
Lay the groundwork for a stress-free retirement today with professionals that understand where you’re headed.
Education Planning & Funding
The price of education demands smart choices and good preparation. Let’s get started today.
Smart investors don’t sit on their lead. Take your investment strategy to the next level with us.
Beginning Investing Strategies
The first step is always the hardest. We’re here to help introduce you to the exciting world of investing.
Give yourself the peace of mind that you need and deserve with DNIS insurances services.
All accounts under one roof at DNCU
- Review your investments
- Track your mortgage, savings and checking accounts
- Connect with your financial professional in one place
- …and more.
Virtual Financial Educational Workshops
Join us from the comfort of your home or office as we discuss a variety of topics that will help you plan for a smooth transition. We’ll discuss:
• The important rules of the road for receiving Social Security
Social Security – September 21 at 6:00PM PDT/7:00PM MDT (Link to Register)
Scott CoveyFinancial Professional
Scott Covey has worked as a Financial Professional for 19 years — the past four years with Del Norte Investment Services. He has managed an office of financial professionals and currently maintains a Life, Accident & Health Insurance license and is registered to sell securities. A former resident of New Orleans, he landed in Santa Fe after Hurricane Katrina accompanied by his pet cat, Pete. Scott attended Oklahoma City University on a baseball scholarship and loves to take week-long train trips around the United States.
Check the background of this investment professional with FINRA’s BrokerCheck.
Cynthia FrederickServices Coordinator
Cynthia works with Scott to ensure you have an excellent experience with us. Cynthia joined Del Norte Investment Services to grow her professional skills and to continue building relationships with our communities. A seeker of new and exciting challenges, she is eager to help you on your path to financial success. A native of Southern California, Cynthia, along with her husband, and two greyhounds, moved to New Mexico in 2019. Cynthia completed her B.A. in Communications from Cal State Fullerton and comes with 30 years of management experience. Her projects at home include raising chickens and pursuing her passion for photography.
Set up your complimentary evaluation today
Set up an appointment today for your complimentary consultation with Mr. Scott Covey, Financial Professional, by phone at (505) 455-5461 or use the contact form to get started.
*Del Norte Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.