Retirement

NEFCU Financial Group - insure, invest, retire

The professionals at NEFCU Financial Group, available through CUSO Financial Services, L.P.,  have a single focus: helping you reach your financial goals. That’s why we are committed to providing you with a variety of financial, investment and insurance services. So whether you’re planning for retirement, saving for college or saving to buy a home, NEFCU Financial Group is here for you.

 

About Us

A powerful partnership. Focused on you.


NEFCU Financial Group is the result of a partnership between NEFCU and CUSO Financial Services, L.P. (CFS).  What makes this partnership different? Like NEFCU, which is member-owned, CFS is committed exclusively to serving the investment and insurance needs of Credit Union members. As a result, CFS shares NEFCU’s core values of advocacy, transparency and fairness – as well as a commitment to providing exceptional service and value to members like you.


*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.

Why Choose NEFCU Financial Group and 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.