Investment Planning

Learn how to make the most out of your money

The thought of investment planning can be intimidating–you may feel like you lack the knowledge or guidance to get started, or you’re concerned about the possibility of losing your investment, especially if you are working within budget limitations.

IC Credit Union’s financial services advisor, available through CFS*, is here to help you make an investment plan and guide you through every step of your new journey. It starts with an assessment of your current financial situation–where we will take a look at your income, expenses, savings, and debts. We then work with you to identify your financial goals, short-term and long-term, and help you create a budget that allows you to allocate funds toward your investment goals. Here are a few investment planning features you can expect when you partner with us:

• Diverse Investment Options, including mutual funds, annuities, and more.
• Experienced Financial advisor to help guide you in making informed investment decisions.
• Convenient Investment monitoring directly from your phone, tablet, or computer.

Disclosure: Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org) 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. IC Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Investment representatives at IC Credit Union are licensed to transact securities business in Massachusetts. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx