Financial Resources Federal Credit Union

Investing for today and tomorrow

Full-Service Stock, Bond and Mutual Fund Trades

Invest your bonus
Put stored up surplus funds to work
Reallocate your current investment portfolio
Get access to some of the leading providers of investment services offering choices and defined investment strategies.

Contact a Financial Advisor today.

Institutional Money Management for High Net Worth Investors

Tax-efficient* investment strategy making the best possible use of your existing holdings.
Restructures and helps maximize your investment portfolio.
Particularly advantageous for portfolios concentrated in a particular industry (such as pharmaceutical) or company.
Get a personalized, detailed analysis of your current portfolio that outlines alternate strategies to potentially lessen your investment risk at a lower tax cost. *

* For specific tax advice, please consult a qualified tax professional.

Contact a Financial Advisor today.

Tax Deferred Annuities⁽¹⁾

Call 888.566.2876 or send us an e-mail for more information on Fixed or Variable Annuities.

Simple Investing^TM — Start Building Your Portfolio with as Little as $100

You take advantage of "Dollar Cost Averaging"⁽²⁾ that may help you benefit from market highs and lows.
Build a portfolio with as little as $100 per mutual fund - monthly or quarterly
It's great for scheduling IRA contributions.

Click here to open an enrollment form.

Give the Gift of Education — The 529 College Savings Plan⁽⁵⁾

This tax friendly plan provides significant advantages over traditional plans.
Available to parents, grandparents, relatives and friends.
It offers estate planning benefits.
It can be used at any accredited school in the country.

Send us an e-mail to receive details and kit on the 529 Plan.

(1) Annuities contracts are issued between you and an insurance company and

Are NOT insured by the National Credit Union Administration (NCUA) Are NOT deposits or other obligations of any credit union and are NOT guaranteed by any credit union; and
May be subject to investment risk, including the possible loss of principal amount invested if the issuing insurance company is unable to meet its obligations.

(2) A systematic investment plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investor should consider financial ability to continue purchases through periods of low price levels.
(3) Complete pricing schedule for online trades available by clicking here.
(4) When trading online, extreme market volatility and trade volume may affect system access and execution.
(5) Investors should consider investment objective, risks, and charges associated with Section 529 plans prior to investing. More information about municipal fund securities is available through the issuer’s official statement, which should be read carefully prior to investing. Most 529 plans are sponsored and administered by states. State tax benefits vary among the states, and some states offer residents additional tax benefits if they invest in their own state plan. Consult your tax adviser for more information.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA /SIPC ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Financial Resources Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Education: The Basics of Investing

If financial independence is your destination, then investing is your means of transportation. You can become a successful investor by learning the basics, being committed to the process, and periodically adjusting your plan to meet your changing needs. Click here to learn about the fundamental aspects of investing.

View Your Investments Online

View your investment portfolio free of charge 24/7

Self-Directed Online Trading

For investors who want to make their own investment decisions, we offer online investing in stocks, options and mutual funds with low commissions⁽³⁾. Free quotes, stock alerts, informative charts and analysis plus high-powered portfolio management and mutual fund screening tools are offered. You have access to the information you need 24-hours a day⁽⁴⁾. Complete your application online by clicking here and in no time you can begin your online investing.