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FINANCIAL SERVICES
Services for members is a financial management program
sponsored by Advanced Financial Federal Credit Union and
offered through Nationwide Planning Associates, Inc., a full
service investment firm.

The services offered are designed
exclusively for credit union members! The purpose of this
Financial Services program is to help members use their
financial resources to achieve their own personal financial
goals. Many members require assistance in achieving their
financial objectives and in organizing their financial
households. This Financial Services program can advise you
on how to protect your assets, accumulate wealth, plan for
retirement, or manage an estate.
Financial Services for Members helps fulfill members'
financial needs with quality products including:
- Money Management
- Retirement Planning
- Educational Funding
- Insurance Planning
- Investment Planning
- Tax Planning & Business Planning
- Estate Planning & Much More
A Financial Services representative
can provide ongoing follow-up and a periodic update with no
obligation, and the service is available to all Advanced
Financial FCU members!
*Representatives are
registered through, and securities are sold through
Nationwide Planning Associates, Inc., Member
FINRA/SIPC,
located at 117 West Century Road, Suite 150, Paramus, NJ
07652,
(201) 476-0029. Insurance sold through licensed NPA
Insurance Agency, Inc Representatives. Non-deposit
investment products are not federally insured, involve
investment risk, may lose value, and are not obligations of
or guaranteed by the Broker/Dealer or a credit union.
Nationwide Planning Associates, Inc is a registered
broker/dealer. Nationwide Planning Associates, Inc. is under
contract with the financial institution to make securities
available to members. The Representative may also be a
credit union employee that accepts deposits on behalf of the
credit union.
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FINANCIAL
ADVISOR |
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Contact
our Financial Advisor -
Craig Piper
800-237-5626 ext 2129 |
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