Investment Services

Personalized financial guidance, right here at the Credit Union. 

The advisors at NEFCU Financial Group, available through CUSO Financial Services, L.P., are committed to helping you reach your financial goals. We offer a wide variety of financial, investment, and insurance services that can be tailored to meet your unique needs and circumstances. So whether you’re saving for college, planning for retirement, or looking to protect the ones you love, NEFCU Financial Group is here for you.

Why Choose NEFCU Financial Group & CFS?

 

We are exclusively focused on the needs of NEFCU members. We do not serve outside clients.

 

We offer independent, non-proprietary products. Our solutions are designed entirely around your goals and needs.

 

We offer advanced tools, technology, and security controls to manage your accounts with ease and confidence.

*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. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.