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Home Financing
Personal Loans & Lines
VISA Credit Cards
Credit Insurance
Credit Counseling Service
Credit Products
Cash Managment Basic
Cash Managment Plus
Remote Deposit
Business Merchant Services
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Investment Services
A more secure financial future can start here
|Whether you already have a plan in place – or are ready to get started – there’s no better time to invest your future than right now. And there’s no better place than the NEFCU Investment Services™ program.
Through this program, you have the opportunity to work with seasoned financial advisor William Terri. Bill helps many of our members understand their existing plans, such as 403(b) or 401(K) and investment accounts that may have been set up years ago. He has also readily assists members in preparing for retirement by helping them adjust to their new lifestyle and income needs.
Bill Terri has been the financial advisor for NEFCU for the past 12 years and has enjoyed a 30-year career in the financial services industry. He was an executive director of AIG in London, England for 10 years before returning to the U.S. and joining NEFCU.
Bill Terri is fully-registered to provide NEFCU's members with investment products such as Mutual Funds, and Stocks. He is appointed for Term Life Insurance, Whole Life Insurance, Variable Annuities and Fixed Annuities as well as Long Term Care Insurance (both the generic plans as well as the New York State Partnership Plans).
With NEFCU Investment Services, you’ll benefit from:
- Consultative Sales. Knowledgeable and detail-oriented, Bill is dedicated to identifying and meeting your financial goals.
- Comprehensive Product Array. A full range of valuable financial products. Investments include mutual funds, term life insurance, whole life insurance and long-term care insurance, variable annuities and fixed annuities, as well as 529 College Savings Plans, all designed with you in mind.
- Fast and fully secure online discount brokerage
- No-cost, no-obligation consultation
Ready to start investing wisely for your future? Click here.
Simply use the password on the back of your identification card. If you haven’t received the identification card yet, speak to a NEFCU representative at your Branch
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.