Financial Services

Let our experts help you make the right moves.

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.
 

Financial Services

  • Retirement planning
  • Estate planning
  • 401(k) planning
  • Mutual funds
  • Annuities
  • Stocks
  • IRAs
  • Bonds

Insurance

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.
 

Contact

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.

Email: [email protected]
Toll-free: 1 800 660-3258 x7551
Phone: 1 802 859-7551
Fax: 1 802 859-8651

*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.

Financial Services

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