Employee Benefits

 

Wealth Management

For information on a wide variety of options related to your company's employee benefits and retirement plans, turn to Wealth Management located at CFCU Community Credit Union. You’ll find personal, knowledgeable service from professionals who care about your financial “big picture.” We can help with:

• Retirement Planning • Investment Portfolio Analysis • Tax-Advantaged Investing • Trust Services • Estate Planning • Long-Term Care Insurance • Rollover IRAs • Corporate Benefits • Inheritance

All consultations are free. Call 607-257-3282, ext. 3299
Or 1-800-428-8340, ext. 3299
1050 Craft Road, Ithaca, NY

For more information regarding regulation of the securities industry, please visit www.finra.org. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured CFCU Community Credit Union deposits and are not NCUA insured.

These products are not obligations of CFCU Community Credit Union and are not endorsed, recommended or guaranteed by CFCU Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. CFCU Community Credit Union is not a registered broker/dealer nor is it affiliated with LPL Financial. Trust services are offered through The Private Trust Co., N.A., an affiliate of LPL Financial.