INDIVIDUALS
 
Work with a trusted advisor
 
We believe that the pursuit of your financial goals deserves full-time professional advice. Whether you are saving for retirement, your child's education or another goal, the advice of UNFCU Financial Advisors can optimize your current investment strategy.
 
Every person is unique, with their own individual goals, needs and objectives. Our advisors can help you build a personalized portfolio based on those parameters. We are committed to your long-term financial success and recognize the importance of getting to know you.
 
How we assist you:
  • Understanding your goals and needs
  • Assessing risks and your risk tolerances
  • Developing your strategy
  • Customizing solutions for you
  • Implementing and managing your strategy

To learn more, please call 1-212-324-3900, or email info@unfcuadvisors.com. Office hours Monday-Friday 8AM-5PM EST.
 

 

 

 

 

 

 

 
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