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.
Advisors are conveniently available by appointment at all NEFCU branches.
Vice President - Wealth Management
T: (516) 714-2051
F: (516) 561-1048
264 E. Merrick Road
Valley Stream, NY 11580
T: (631) 219-3854
F: (608) 236-8522
1000 Corporate Drive
Westbury, NY 11590
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:
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