Retirement & Investment Services
Invest in Your Future
The First New York Retirement & Investment Services program is a financial management program designed to help you organize your financial affairs and plan for the future.
Members are able to use the First New York Retirement & Investment Services program at no cost or obligation for consultations. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
| Program Highlights | What Members Can Access | What Non-Members Can Access |
| Retirement planning | ✓ | ✓ |
Education funding
| ✓ | ✓ |
| Insurance planning | ✓ | ✓ |
| Investment planning | ✓ | ✓ |
| Tax-advantage investment planning** | ✓ | ✓ |
| No cost or obligation for consultations*** | ✓ | ✓ |
Our Financial Professionals
Don L. Dorr
CFP®, Financial Advisor
Become a Member
Join First New York to experience the credit union difference!
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Contact Us
Call 518-881-1141 to contact Retirement & Investment Services.
Call Now
About Us
Learn more about our Retirement & Investment Services professionals.
Learn More
Find Us
Visit us at our office at First New York headquarters.
Find Now
First New York Retirement & Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
This site is published for residents of the United States only. Financial Professionals of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
