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NRLFCU Home >> Products >> Person to Person Services

Person to Person Services

  • Family Service Centers - Visit us at one of our convenient locations.
  • Financial Counseling - Staffed with trained member service representatives and financial counselors to help you manage your money and to meet your long range financial goals. Call or visit one of our locations.
  • NRLFCU Seminars - Click here to see what seminars are currently available.
  • Risk Assessment - We´ll work with your to review and analyze your Insurance coverages and needs.
  • Financial Strategies / Investing Services - we will work with you to develop a plan for your financial future.
  • Diversification Scan - We will review and analyze your portfolio with you. And, we´ll make suggestions for how to better diversify your investments.

CUSO Financial Services, L.P.

** 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. NRLFCU has contracted with CFS to make non-deposit investment products and services available to credit union members. CFP and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


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