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

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Independent, Non-Proprietary Products
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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.

¹IMPORTANT: 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.