Let us help you review your portfolio today.
A periodic portfolio review will help you stay on track with your financial goals. Your portfolio consists of all your investments and should be reviewed on a regular basis with your investment representative to work toward maximizing your money's growth potential.
NECU offers access to professionals that can meet with you for a complimentary portfolio review.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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.