520 Route 22 East,
As a member of Financial Resources Federal Credit Union, you have access to our knowledgeable CUSO Financial Services L.P. (CFS*) Financial Advisors.
In today’s market, it’s essential to work with a Financial Advisor who can provide you insight and guidance based on an understanding of your unique situation. As a valued client, we can offer our complimentary, no obligation financial review utilizing our financial planning software.A financial plan can help you have more confidence in your financial future.
During our meeting, we’ll go through these six steps:
With this comprehensive research meeting, it is our goal to help enhance your investment experience and better recommend strategies and solutions to meet your long- and short-term financial objectives. One of our CFS* Financial Advisors can offer investment solutions to better serve our clients’ needs; ones that include diversification in accordance with a client’s goals and objectives, active account management and account rebalancing where appropriate.
Completing your personal financial plan together is a beneficial step toward identifying prudent investment solutions for your needs.
If you would like to learn more about our investment services, feel free to contact us or stop by your local branch.