UNFCU offers investment services for almost every financial goal. A financial advisor at UNFCU will help you and your family create a financial plan designed with your needs in mind.
- To meet the needs of our global membership, we offer a broad range of Financial Services for Non-US Citizens.
- It is never too early—or too late—to begin planning for an independent retirement. Learn more about our Retirement Planning services.
- A college education is often one of the smartest investments you can make. Learn more about our College Planning programs
- Long-Term Care Planning is designed to help you cover the cost of assistance with daily living activities should you ever need it.
- For investors with substantial assets, a comprehensive Wealth Management Plan can help you achieve a broad range of objectives.
- Whether you are just starting out or approaching retirement, Personal Financial Planning can increase your chances of reaching your financial goals.
- Professional Money Management services allow you to delegate daily investment decisions to a trained and experienced financial professional.
- Our Trust Services allow you to establish financial accounts on behalf of a minor or other beneficiary.
- Estate and Tax Planning can help you preserve that value of your financial legacy for your heirs.
- Lump-Sum Rollovers can help you invest a large distribution from a retirement or other benefit plan.
- With an IRA Rollover, you can help preserve your IRA or other retirement accounts when you transfer it to UNFCU.
- If you have a number of similar accounts, consider simplifying your finances with our Account Transfers and Consolidation Services.
- To keep your financial plan on the right track or obtain a Portfolio Review contact a financial advisor at UNFCU.