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Credit Unions
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CREDIT UNION SERVICES
A suite of services for employees and members that extends beyond traditional offerings. As a wholly owned CUSO of the United Nations FCU, UNFCU Financial Advisors is uniquely positioned to understand both the needs of credit union employees and members. For your employees, we offer a comprehensive menu of benefit programs aimed at helping your credit union contain costs, increase efficiency, retain employees, enhance organizational image and improve employee morale. For your organization, we can assist in investment advisory functions to efficiently deploy your capital into proper investments to achieve your liquidity goals. Willis Reed and Steve West-Rosenthal bring over 50 years of combined insurance experience to assist with insurance and Bond coverage for your financial institution. For your members, we will collaborate with you to expand and enhance members' overall financial experience. Our suite of services extends beyond traditional program offerings end encompasses innovative financial planning solutions required to assist members of every income and asset level. In addition, we can support you in the successful implementation of new revenue generating programs. To learn more, please contact:
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