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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.
Greg La Pierre is a financial planner with Northeast Planning Associates. With over 15 years experience Greg can guide you in plain and simple terms that help you make wise decisions. You can meet him at either 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 Greg's website at www.greglapierre.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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| Find out how our special variable rate loan can work for you. Click here |
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