Visit the MEMBERS Financial Services Representative at First New York FCU
MEMBERS Financial Services is a financial management program designed to help you organize your financial affairs and plan for the future. MEMBERS Financial Services is made available to members by First New York, at no cost or obligation.
Tax-advantage Investment Planning
To schedule an appointment with a MEMBERS Financial Services Representative, please call (518) 393-1326, extension #1302 or visit the MEMBERS Financial Services Adivosr's website or sign in here if you currently have an investment account.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.