Investment Services & Retirement Planning

Plan for tomorrow and for thousands of tomorrows from now with the NEFCU Financial Group (NFG) professionals. We’ll help you make them great!

Investment Services

Personalized Financial Guidance — Right Here at NEFCU!

Your CFS advisor at NEFCU Financial Group, available through CUSO Financial Services, L.P.^*, is 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!

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Retirement Planning

Are You Looking Forward to the Time When 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^* Financial Advisor will meet with you to uncover your needs and long-term goals, and then help you build a financial plan.

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Learn More About Retirement Planning

Here Are the Top Reasons to Work With NFG

Exclusive to NEFCU Members
Independent, Non-Proprietary Products
Advanced Account Management
We Deliver More Than You Expect

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.

Meet Your Financial Advisor

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.

CUSO Financial Services, L.P., CRD# 42132.

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