Financial Wellness Check Form

Take charge of your financial future with a Financial Wellness Check from First New York Federal Credit Union.

During a Financial Wellness Check, our dedicated lending experts or branch team will offer personalized financial actions and insights that are tailored to your unique goals and situation. Much like a physical exam, a financial checkup ensures your financial health is on track and sets you up for a secure future.

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Name *

First

Last

Email *

Mobile Phone *

Are You a First New York Member? *

• Yes
• Not Yet!

(Membership Not Required.)

Additional Participant 1 (optional)

First

Last

Additional Participant 2 (optional)

First

Last

How Can We Help you?

Select all that apply:

• General Financial Check-Up
• Credit Score Education and Improvement
• Starting My Child(ren) on the Right Path
• How to Use My Home’s Equity
• Managing Debt
• Qualifying for a Mortgage
• Retirement & Investment Services

Please Select the Type of Appointment You Want:

• In Person
• Video Chat
• Over the Phone

Requested Date: *

(We will contact you to confirm and schedule your timeframe. Appointments are Monday to Friday between 9 AM and 4 PM, Saturdays from 9 AM to 12 Noon.)

What's Your Preferred Time of Day?

• Morning
• Mid-Day
• Afternoon

What Else Would You Like Us to Know?

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