Unbiased Financial Advice, Knowledgable Professionals, Your Success—Right This Way
No two investors are alike. That’s why we offer financial guidance and advice to suit you—no matter what your investment goals may be. It’s all part of our one-on-one, full service approach.
Goals? We know you’ve got them. Now all you need is the roadmap. That’s where the professional CFS* financial advisor at NRL Federal Credit Union comes in. With a full array of investment services, we are able to give you the information, advice, control and service you need.
Your CFS* financial advisor meets with you at your convenience, in person or over the phone. You’ll start with an in-depth analysis of your current financial picture, and continue working together to stay on track. We can help you with:
- Retirement Planning
- Investment Planning and Portfolio Construction
- College Education Planning
- Stocks/Bonds/Mutual Funds
- Insurance and Annuities
Check the background of this investment professional on FINRA Brokercheck
“My mission is to assist you in navigating through a challenging economic environment and to help keep you on course. I look forward to working closely with you to develop a unique strategy designed to achieve your particular financial goals and objectives.” —Ed Neveleff
Ed’s financial services industry accreditations include::
- Certified Financial Planner Professional™ (CFP®).
- Insurance licensed in MD, SC, VA and DC through CUSO Financial Services L.P. (CFS)*, our broker/dealer.
- Securities licensed in AZ, DC, DE, FL, GA, IL, KY, MD, MI, NY, NC, PA, SC, VA and WV through CFS.
- Certified in Long-Term Care (CLTC).
24/7 Progress Report
To check your progress, you´ll have convenient 24-hour online viewing of your full-service brokerage account**.
Ready for a disciplined, personalized approach to investing? Let’s find a one-on-one strategy that’s right for you. Schedule a complimentary appointment today.
*Nondeposit 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 nondeposit investment products and services available to credit union members.
**Not all mutual funds or annuity companies are participating in our online account service at this time. As a result, any of your assets held directly at a mutual fund or annuity company, may not be available for online viewing. New participants will be added periodically so check with your financial advisor for updates. eVISION® is a registered trademark of CFS.