Jonathan thrives on helping NEFCU members develop solutions for both their current and future financial needs. With more than 16 years in financial services, Jonathan specializes in working with clients to help them create a customized financial plan designed around their individual goals. From investments and retirement planning to insurance, Jonathan brings a strong commitment to personal service and a track record of long-term client relationships to NEFCU Financial Group as a CFS* Financial Consultant.
He holds FINRA Series 7 and 63 licenses and is securities licensed in Vermont, New York, California and Florida.
Jonathan earned the 2015 Bronze Pacesetter Award at the CFS “No Boundaries!” 2016 Annual Conference, recently held in San Diego, California. The award honors the top producing registered consultants among
hundreds of CFS credit union and bank programs across the country.
He is also licensed for life and health insurance in Vermont and New York.
A life-long Vermonter and proud Veteran, Scott Hinman is a CFS* Financial Consultant at NEFCU Financial Group. Scott has more than 14 years of experience serving clients in the areas of insurance, investments, retirement, and college planning. An avid hunter and outdoorsman, Scott also has a passion for helping people improve their financial situation through sound financial strategies that meet their individual needs and circumstances.
He holds FINRA Series 7 and 63 licenses and is securities licensed in Vermont, New York, New Hampshire and Florida.
He is also licensed for life and health insurance in Vermont, New York, New Hampshire, Virginia, Connecticut and California (#0G80576).
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.