NorthCountry Financial Services

Insurance, Investments & Retirement Planning

NorthCountry Financial Services

Make life's big moments even better! See your NorthCountry Financial Services CFS* financial representative for friendly, helpful financial advice tailored to your life and goals. Stop by or call (800) 660-3258 ext. 7550 for help with:

  • Life Insurance
  • Retirement Planning
  • Mutual Funds
  • Annuities
  • Stocks
  • IRAs
  • Bonds

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Check the background of your investment professional on FINRA's BrokerCheck.

*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.

NorthCountry Financial Services Available through CFS*

For additional insurance options – including auto, home, renters, and life – consider TruStageTM available through CUNA Mutual.

PO Box 64709
Burlington, VT 05406
Routing #: 211691004
Phone #: (800) 660-3258
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