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FINANCIAL ADVISOR SERVICES

Looking for some financial tips? If you are planning a retirement, thinking about saving for college, would like some advice on your investment strategy, or have any other financial questions, NE PA Federal Credit Union is able to help. And your confidential consultation is complimentary!

Help protect your future and your family by implementing a comprehensive strategy to meet your financial goals -- we have partnered with broker dealer CUSO Financial Services, L.P. (“CFS”), for the express purpose of serving our members' investment needs.

Matthew Birnbaum, CFS Financial Advisor, will work closely with you to create and implement a financial plan tailored to achieve your unique financial goals and long term objectives. No matter if you are just starting your investment planning process or getting ready for retirement, Matthew has your best interest in mind and is committed to your financial success:

  • Full Service Financial Planning
  • Retirement Income
  • Retirement Plan Rollovers
  • 403(B) Retirement Plans
  • Inheritance Strategies
  • Educational Funding
  • Reviewing Existing Investments
  • Life/Disability/Long-Term Care Insurance Options
  • Business Retirement Accounts
  • And More!

Financial Tools

Use our tools to calculate your results, then download your custom report, and share this information with your advisor.

retirement savings calculator

long term investing calculator

401k planning calculator

college savings calculator

ira options calculator

life insurance calculator

NE PA FINANCIAL ADVISER SERVICES

COMPLIMENTARY CONSULTATION THROUGH CFS*

Interested in seeing how a financial advisor may be able to help you with your financial future? Talk to Matthew, who will offer you objective advice and professional assistance with investment strategies for your financial goals. Matthew is based at our main office during normal business hours. Schedule a Complimentary Consultation today.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal.Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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