Visit the MEMBERS Financial Services Representative located at First New York FCU

The MEMBERS Financial Services program is offered through CUNA Brokerage Service, Inc.*,  a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual group. The MEMBERS Financial Services program 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 for consultations.

  • Retirement Planning
  • Education Funding
  • Insurance Planning
  • Investment Planning
  • 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 Advisor's website or sign in here if you currently have an investment account.

Check the background of this investment professional on FINRA's BrokerCheck.

 

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*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CSBI), member FINRA/SIPA, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.
NOT NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
CUNA Brokerage Services, Inc., is  a registered broker/dealer in all fifty states of the United States of America.
**Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.
FR-2302421.1-1118-1220