Investment Services

Personalized Financial Guidance

Your advisor 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.

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Reasons to Work With NFG

Exclusive to NEFCU Members
Independent, Non-Proprietary Products
Advanced Account Management

Why Choose NEFCU Financial Group & CFS?

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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.

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New Investment Seminars: Subscribe & Be Informed

Investments@NEFCU Financial Group is our way to keep you informed with current information.

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Sign up now and we’ll add you to the list! Be one of the first to know about our workshops, retirement planning sessions, and when a new seminar is open for registration.

Announcements for workshops that help you make smart money decisions conducted by the CUSO Financial Services Advisors at NEFCU Financial Group
Reminders for IRS and other deadlines that affect you and your financial goals
Important information for those close to retirement age
Timely educational information about investing your money

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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