family on a walk

Plan today. Be better prepared tomorrow.

A simple chat can be the start to helping you achieve your financial goals. Sit down with a financial advisor to get a better understanding of your specific goals, timeframe and your tolerance for risk. The advisors will not only craft a financial plan that meets your objectives, they can also manage your investments and work with your tax and legal advisors to provide holistic financial planning.

The NCU Financial program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Connect with an advisor.

Complete the form below or call 401.233.4337

Insurance

INSURANCE

A little peace of mind goes a long way, especially when it comes to looking after your loved ones. Life and long-term care insurance, and annuities, protect you--and what matters most to you--from an unexpected death, illness and even living longer than expected. NCU Financial will help give you peace of mind in knowing you’ve done the right thing.

Life Insurance Long Term Care Annuities

 

INVESTMENTS

A sound investment strategy can pay dividends in the future. The financial world is complex; let NCU Financial break down your investment options and, together, build a strategy for success.

IRA Mutual Funds Managed Accounts
Annuities Stocks and Bonds

Investment
Retirement

RETIREMENT AND COLLEGE PLANNING

From sending the kids off to college, to completing your last day of work, your future financial goals are important to you. That’s why it’s so important to start planning now. Whether it’s for higher education or a better retirement, the secret to securing your financial future is making a savings plan and sticking to it.

Saving for Retirement Managing Retirement Saving for College

Team of Financial Advisors

Jeff Gagnon

Jeffrey A Gagnon

Financial Advisor
401.233.3107

Reid Hansen

Reid Hansen

Financial Advisor
401.319.2904

Steve Lavergne

Steve L Lavergne

Financial Advisor
401.484.0030

 

To learn more about the background of your financial advisors, please go to BrokerCheck by FINRA.

 

 

*NCU Financial Advisors are registered representatives of CUNA Brokerage Services, Inc.

 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.

FR-2157813.1-0618-0720