Crunch the Numbers
Offered through CUSO Financial Services, L.P.*
When you’re ready to understand more about investments and/or retirement planning, have we got options for you!
Schedule a complimentary appointment with our CFS* Financial Advisor.
“Yes!” or “Oh, no!” calculation results? Let’s work together to make good results great and not-so-good results better.
Saving or Investing
Investor Profile and Asset Allocation
Life Insurance Needs
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
CUSO Financial Services, L.P., CRD# 42132.