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Investment Services

Professional money management and financial planning services

Northeast Credit Union offers access to professionals that can personally guide you through planning for retirement, your children's education, making smart investment choices and more. These financial consultants will listen to your needs and develop a course of action for your money.

Individual Retirement Accounts

If you’re not taking advantage of an IRA, you may be missing out on an opportunity to accumulate tax-deferred monies that you will be able to enjoy during retirement.

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401 (k) Distribution Education

If you're in a position to learn more about distribution options from a former employer's retirement plan, we can help educate you on the different options available to you.

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Investment Analysis

A periodic portfolio review will help you stay on track with your financial goals. Contact us for a complimentary portfolio review.

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Education Planning

If you do not yet have a plan, it's still not too late. A college education is expensive, but when you have a good financial adviser and a smart strategy, it's not impossible.

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Our Team

Our financial representatives have the knowledge, resources, and experience to tailor a plan that addresses you and your family’s specific needs. Learn more about them.

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Trade Direct

Convenient online resources are available to help you make investment decisions and manage your portfolio.

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Schedule an Appointment

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck


Securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

IIS Disclosure.PNG

Regarding Northeast Insurances and Investments (IIS)
Northeast Credit Union and Northeast Investment and Insurance Services are not registered broker/dealers and may only discuss and/or transact securities business with residents of the following states: CO, FL, GA, IL, IN, ME, MD, MA, NH, NC, RI, SC, VA, VT, WV

Regarding Northeast Planning Associates (NPA)
Financial planning offered through Northeast Planning Associates, a registered investment adviser. The LPL Financial Registered Representatives at Northeast Planning Associates may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IL, MA, ME, NH, NJ, NY, PA, SC, TX, VA, VT, WI

Northeast Credit Union, Northeast Insurances and Investments, NPA, and LPL Financial are not affiliated.