New Digital Banking—Coming Soon! Digital Banking is currently unavailable while we finalize a new Digital Banking experience as part of our systems integration. We will email you after the new platform is live for you to explore the new features and functionality. In the meantime, visit our website to learn more about what to expect and how you can prepare for a smooth transition.
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What are Your Financial Goals?
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We Offer Investment Services & Retirement Planning
Available through CUSO Financial Services, L.P.___________________________________________________________
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.*, 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!
Retirement Planning
| Leisure Days Replace Your Work Days |
Start your journey toward retirement today with help from us. 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.
Top Reasons to Work with Us
| We're Exclusive to our Members |
We are exclusively focused on the needs of our members. 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.