Our Financial Services team offers:
Free, no-obligation appointments
Assistance with stocks, mutual funds and IRAs
Information about life insurance
Together, we can figure out your path to the future
What's more important: A financial approach that yields short-term earnings? Or big-picture planning that leads to success over the long haul? The answer, of course, is that both are vital. With support from NorthCountry Financial Services, you can take steps toward creating smart strategies for both today and tomorrow.
- Retirement planning
- Estate planning
- 401(k) planning
- Mutual funds
Providing for your family is a top priority. You can make sure that financial support continues after you've passed on. What's the best way to do that? Set up a no-obligation, no-cost appointment with an LPL registered representative, and they'll be happy to discuss the features and benefits of various types of life insurance policies.
Financial representatives are available to meet with you by appointment at any NorthCountry branch. You can get in touch with them in a variety of ways.
NorthCountry FCU provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. NorthCountry Federal Credit Union and NorthCountry Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NorthCountry Financial Services, and may also be employees of NorthCountry Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NorthCountry Federal Credit Union or NorthCountry Financial Services. Securities and insurance offered through LPL or its affiliates are:
|Not insured by NCUA or any other government agency||Not credit union guaranteed||Not credit union deposits or obligations||May lose value|
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.