Financial Planning

Financial Services at NSFCU – Available through CFS*

It’s never too early to start planning.

  • Retirement Planning
  • Saving for Higher Education
  • Tax Advantaged Investing
  • Estate Planning
  • Rollovers of Retirement Plans
  • Investing for Income in Retirement

Contact us today. If you would like to schedule an appointment with David Bongiorni please call Nutmeg State Financial Services at 860-513-5090 or email him at dbongiorni@nutmegstatefcu.org.

* Securities offered through CUSO Financial Services, L.P. (CFS, an independent broker/dealer, (Member FINRA/SIPC). Registered Representatives are employees of and registered through CFS. The products offered are not NCUA/NCUSIF or otherwise insured; are not obligations of NSFCU; and are not guaranteed by NSFCU and may lose value.

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April 2010 - Spring Cleaning