NEFCU Investment Services

A Secure Financial Future

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

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

Meet Our Representatives

Advisors are conveniently available by appointment at all NEFCU branches.

Bill P. Terri

Vice President - Wealth Management

T: (516) 714-2051
F: (516) 561-1048
264 E. Merrick Road
Valley Stream, NY 11580

Contact About Bill

Rob R. Traina

Financial Advisor

T: (631) 219-3854
F: (608) 236-8522
1000 Corporate Drive
Westbury, NY 11590

Contact About Rob

The NEFCU Investment ServicesTM Financial Services Program is designed exclusively for NEFCU Members, and located at the Credit Union. It offers various insurance and investment programs (not federally insured) that complement traditional Credit Union 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

Whether you're looking for guidance on one financial issue you want to tackle today, or if you're interested in putting together a comprehensive plan, please contact NEFCU Investment ServicesTM at (516) 714-2052 to arrange a no-cost, no obligation analysis with one of your NEFCU Investment ServicesTM advisors.

To make an appointment with one of our well-qualified, fully-registered representatives, please email [email protected]. Please include your name, address, telephone number, and branch of choice.

Make an Appointment

Investments made through NEFCU Investment ServicesTM are not NCUA insured.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC-a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC, 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.