Unlock the Door to Financial Wellness
Much like a regular medical exam, a Financial Wellness Checkup ensures your financial health is on track. Our Financial Wellness Check equips you with practical advice to help you build a more secure financial future. During a Financial Wellness Check, you will speak with one of our dedicated experts to explore the different strategies you can take to prepare for your financial future. Discover borrowing options, loan opportunities, and set clear financial goals with a customized plan to achieve them.
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What to Expect from a Financial Wellness Check
Personalized Discussions
Our Financial Wellness Checks are completely personalized to you and your goals. Whether you are looking to manage debt, purchase a new home, or plan for retirement – we are here to help!
Speak with our experts about:
- General Financial Check-Up
- Credit Score Education and Improvement
- Starting My Child(ren) on the Right Path
- Qualifying for a Mortgage
- Retirement & Investment Services
- Managing Debt
- How to Use My Home’s Equity
Guidance From Our Experts
During a Financial Wellness Check, our skilled professionals will review your current financial situation and provide insights to help you make informed decisions.
Have the opportunity to speak with our:
- Lending Experts
- Member Experts
- Financial Advisors
- Branch Manager
- Mortgage Loan Originator
Convenient Appointments
Our Financial Wellness Checks are tailored to your unique needs. When you sign up, you’ll have the freedom to choose your preferred appointment type, date, and time of day.
In Person
Speak with one of our professionals in person at a time that works for you.
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Employee Financial Wellness
A Financially Secure Workforce is a Happier, Healthier Workforce!
Invest in your employees’ well-being at no cost to you or your team. First New York Federal Credit Union’s FREE Employee Financial Wellness Program empowers your team to manage finances confidently.
We offer personalized financial checkups, budgeting workshops, and educational resources, all designed to reduce financial stress and boost productivity. Partner with First New York FCU to unlock your employees’ financial wellness at no cost to your organization.