Insurance, Investments, & Retirement Planning
Make life's big moments even better! See your NorthCountry Financial Services CFS* Financial Representative, Greg Lambesis, for friendly, helpful financial advice tailored to your life and goals.
Setting aside a little money now can make all the difference later. Whether you’re just getting started or are a seasoned pro, the CFS* Financial Representative is available to help you develop and implement an investment strategy suited to your goals.
- Retirement Planning
- Mutual Funds
- Estate Planning
- 401(k) Planning
Not sure whether or not you need life insurance? If you have a family, the answer is probably “yes”. Set up a no-obligation no-cost appointment with the CFS* Financial Representative to discuss the features and benefits of different life insurance policies.
Toll-free: (800)660-3258 x7551
We are available to meet with you by appointment at any NorthCountry Location.
What would you like to do today?
*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. NorthCountry 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.