What are Your Financial Goals?

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We Offer Investment Services & Retirement Planning
Available through CUSO Financial Services, L.P.

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Let's Meet Your Financial Advisor

Investment Services & Retirement Planning

Plan for tomorrow and for thousands of tomorrows from now with the CFS professionals at NEFCU Financial Group.

Independent, Non-Proprietary Products | Advanced Account Management | Personalized Guidance | Seminars

Investment Services

| Personalized Financial Guidance |

Your CFS advisors at NEFCU Financial Group, available through CUSO Financial Services, L.P. ¹ , are committed to helping you reach your financial goals. We’ll help tailor an investment plan to match your lifestyle and meet your goals. NEFCU Financial Group is here for you.
Let’s meet!

Learn More About Investment Services

Retirement Planning

| Leisure Days Replace Your Work Days |

Start your journey toward retirement today with help from NEFCU. At NEFCU Financial Group, available through CUSO Financial Services L.P., your CFS ¹ Financial Advisor will meet with you to uncover your needs and long-term goals, and then help you build a financial plan.

Learn More About Retirement Planning

Top Reasons to Work with Us

| We're Exclusive to NEFCU Members |

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.

Meet Your Financial Advisor

Start with a plan

Our CFS Financial Advisors will use industry-leading MoneyGuidePro® software¹ to provide you with an extensive, complimentary financial plan based on your wants, wishes, and needs. This software runs thousands of trials and helps you feel confident you'll have enough money to fund your future.
A financial plan is ever-changing, so you can always adjust to ensure your personal and financial goals are aligned.

Disclosures

¹ Investment Services and Retirement Planning Disclosures 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. 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. IMPORTANT: The projections or other information generated by MoneyGuidePro® regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The return assumptions in MoneyGuidePro® are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in MoneyGuidePro®. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment. CUSO Financial Services, L.P., CRD# 42132.

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