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 the best 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. As a NorthCountry member, you can take the first steps toward creating smart strategies for both today and tomorrow by setting up an appointment with a CFS* Financial Representative.
- 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 a CFS* Financial 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.
*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.