Appointments
Whether you’re an early bird or a night owl, we provide business lending on your schedule. Our online loan portal reduces the application process timeline by 23 hours or more – saving you precious time to focus on running your company.
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Since no two paths are alike, there is no cookie-cutter solution to investments and retirement planning. At Spectra Investment Services, we believe your investment and retirement plans should be as unique as the path you took to get here.
Our Preferred Partner Program is designed to bolster your employee benefits package by offering comprehensive assistance in financial management. This program provides a valuable knowledge-sharing experience for your employees, ensuring mutual growth and success for your company and its workforce. Not to mention, this program is complimentary to your business! Your employees and their immediate families will have access to member benefits that include:
Ready to empower your employees? Please complete the application below.
Horace Daniel ChFEBC, CRPC
conferred by College for Financial Planning
LPL Financial Advisor
(301) 839-8826
Madea Badio
Program Coordinator
mbadio@spectracu.com
(301) 749-4806
Spectra’s Preferred Partner Program applications are based on National Credit Union Administration and Credit Union approval. All individual members are contingent on the credit union's new account and lending policies.
