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Investments |
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Looking at your investment portfolio, you should allot a portion of it to be:
- available quickly and
- safe and insured.
These funds would do well in our money market and certificates with applicable funds going an IRA account.
For higher yield investments with some increased risk, we are affiliated with a financial planner that can help you invest with confidence.
Don Silk and Greg La Pierre are financial planners with Northeast Planning Associates. With their experience Don and Greg can guide you in plain and simple terms that help you make wise decisions. You can meet them at any of our offices at a time that is convenient to you. There is no cost for this service. If you'd like an exploratory meeting you can call us and we will set you up or you can visit Don or Greg's website at www.greglapierre.com or email dsilk@northeastplanning.com.
The products offered:
- are not federally insured;
- are not obligations of the credit union;
- are not guaranteed by the credit union or any affiliated entity;
- involve investment risks, including the possible loss of principal; and
- if applicable, are being offered by an employee who serves both
functions of accepting members' deposits and the selling of non-deposit investment products.
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Thursday, Sep 09 3:01 AM
Club Accounts work just like a savings account, with no minimum balance.
Home Equity Discounts
E-Statements
And more!
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