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Financial Planning

Investments and Protection for Your Life

Many of the most important things in life start here—by investing wisely and choosing the coverage your family needs. At NRLFCU, we offer financial and insurance services to help you feel secure.

As a member of NRLFCU, you get the full benefit of financial services and advice available through CUSO Financial Services, L.P. (CFS)*, our broker/dealer. Plus, enjoy 24/7/365 access to your accounts:

  • Investment Services encompassing a wide variety of products, including mutual funds, stocks, bonds and annuities.
  • Personalized Advice/Guidance from experienced CFS Financial Advisors* to help you define your goals and sharpen your strategies for reaching them.
  • Insurance Services to help you cover the “what-ifs” in life, including life insurance, and long-term care insurance.

Check the background of this investment professional on FINRA Brokercheck

Ready to get started? Our dedicated team of professionals can help you choose the products and services that are right for you.

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*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.