A secure financial future

NEFCU Investment Services

Whether you want an investment plan review or need to start a plan for the future, now is the time to partner with the professionals from NEFCU Investment Services™. Our well-qualified, fully-registered representatives are available by appointment at (516) 714-2052 for no-cost, no obligation financial planning consultations regarding numerous investment products and insurance solutions, as well as a more in-depth examination of your current savings and investment activities.

Make an Appointment

The NEFCU Investment Services™ Financial Services Program is designed exclusively for NEFCU Members. It offers various insurance and investment programs (not federally insured) that complement traditional NEFCU savings plans (federally insured). Some of the products and services available include:

  • 401(k) Pension Rollovers
  • Investment & Retirement Planning
  • Retirement & IRAs
  • Rollover/IRA Transfers
  • Fixed & Variable Annuities
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management

Check the background of our investment professionals on FINRA's BrokerCheck.