Invest in Your Future
The First New York Retirement & Investment Services program is offered through LPL Financial.* 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. Learn more about our Financial Professionals. 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
*The financial professionals at First New York Retirement and Investment Services are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First New York Federal Credit Union and First New York Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First New York Retirement and Investment STheervices, and may also be employees of First New York Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First New York Federal Credit Union or First New York Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit this link for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
**Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional. FR-3454861.1-0221-0323
***Only available to First New York members.
