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Click on the questions below to find out more about the UNFCU Investment Centre. If you have additional questions, please contact a UNFCU Financial Advisor for further assistance.
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How have the UNFCU Board of Directors and Management demonstrated their commitment to providing members with financial advice?
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In 2003, UNFCU management, with the support of your Board, demonstrated their commitment to providing UNFCU members with trusted, objective advice by significantly expanding and enhancing the capabilities of the Investment Centre, including employing a full staff of experienced, multi-lingual Financial Advisors.
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What products and services are made available through the Investment Centre? |
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The Investment Centre, through its affiliation with Raymond James Financial Services, Inc. and other strategic partnerships, makes available a comprehensive array of global investment and insurance products. Our financial offerings, which include an expanded offshore product selection, are tailored specifically to meet the unique needs of the United Nations community worldwide.
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Tell me about the Investment Centre staff? |
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Our staff is your greatest asset. You will find that our team of financial professional considers your needs its top priority. The Investment Centre team is staffed with experienced, credentialed and multi-lingual Financial Advisors, all committed to helping you create a solid financial plan for you and your family. They place particular emphasis on retirement planning issues and offshore investing.
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If I live outside of the U.S., how will I be able to reach a Financial Advisor located at the Investment Centre in New York City? |
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Our team of Financial Advisors work flexible hours and are available for global telephone consultations. You can also contact the Investment Centre via email, and we will respond within 48 hours of a member’s inquiry. To further benefit our large number of non-US based members, we have a full selection of offshore products specifically designed to address your complex needs.
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Does the Investment Centre charge a fee for consultations? |
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Consultations with our Financial Advisors are always complimentary for UNFCU members. This is part of the UNFCU commitment to your financial success.
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Why should I choose the Investment Centre as my source for financial advice? |
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We have a deep understanding of the unique and diverse needs of a global membership. Our advice is unbiased, and we provide the personal attention that members have been receiving from UNFCU since 1947.
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Do you offer retirement planning advice? |
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Yes. A significant portion of our resources is dedicated to assisting members with their retirement planning needs. Our advisors regularly work with members to plan for retirement, as well as to address retirement and post-retirement issues. In addition, the Investment Centre has a Certified Retirement Planner on staff.
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Do you offer services and products for the first time investor? |
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Yes. Regardless of your level of investment experience, your advisor will work with you to assess your financial goals and offer recommendations that are suitable for and consistent with your objectives. Our advisors can offer trusted advice for all stages of life and for all levels of experience.
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Does the Investment Centre offer product options equal to a major brokerage company or bank? |
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The UNFCU Investment Centre, through our affiliation with Raymond James Financial Services Inc., makes available a comprehensive menu of financial products and services that surpass those offered by other financial institutions. In addition, through strategic relationships with other financial firms, the Investment Centre now offers an expanded selection of offshore investment options.
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Do you provide financial seminars and workshops? |
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We regularly host member seminars and workshops on a variety of important topics. We also work closely with various groups that have requested programmes designed for their specific constituency.
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Do you offer tax and legal advice? |
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The UNFCU Investment Centre does not offer tax and legal advice. However, we have formed strategic relationships with domestic and international tax and legal advisors who are available to work with you towards providing a complete financial picture so they may make informed decisions. Initial Consultations with these professionals are complimentary and continued service discounts of up to 20% may be available.
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Do you offer benefits for businesses? |
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The Investment Centre offers an array of services for business-owners and their employees. We offer retirement plans for both small businesses and large corporations. We make available a full menu of group benefits such as medical, life, disability and long-term care insurance. These programmes can also be offered on a voluntary basis and are eligible for group discounts.
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Do you offer appointments during the early morning and after-work hours? |
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We recognize that it can be very difficult to schedule time to meet with a Financial Advisor during business hours. We will work with you to schedule appointments that are convenient for you, whether before or after office hours.
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What information should I bring to my appointment with a Financial Advisor? |
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To ensure that we maximize your time during an appointment, it is recommended that you bring any existing brokerage, bank and insurance statements to your consultation. This information provides your Financial Advisor with an accurate picture of your current financial situation.
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Why should I use the services of a Financial Advisor? |
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Our team of experienced, credentialed and multi-lingual Financial Advisors is dedicated to your financial goals. A Financial Advisor can provide:
- Personalized Attention
- A customized, comprehensive Financial Plan designed to meet your specific needs
- Resources for financial information
- Recommendations and Assistance
- Continuing support
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