a red mug with retirement plan and pension tabs

Investments & Insurance

The First Financial Investment & Retirement Center First Financial Federal Investment and Retirement Center logo

Is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Questions on Investment Portfolios, Brokerage Services, Mutual Funds, or 529 College Savings Plans?


Want to know more about Term Life Insurance, Accident Insurance, Whole Life Insurance, Variable Annuities, Fixed Annuities, or Variable Universal Life Insurance?


401(k) Rollover Assistance

Job change? Be sure to ask us about our 401(k) rollover assistance program! When changing employers, you'll want to understand all your 401(k) rollover options to avoid costly mistakes. Our Financial Advisors can assist you with helpful resources and provide advice about your options, rules, tax implications, and any deadlines you may need to consider. Call our Investment & Retirement Center at 732.312.1534 or email our Financial Advisors Mary Laferriere or Maureen McGreevy, for help getting started.


Income Planning Services

Life's a lot easier when you're prepared for the future. Are you ready to make your life easier? Creating a financial plan might seem like a big step, but we're here to help. With a financial plan in place, you can worry less about things like:
  • Paying for college
  • Remodeling your home
  • Caring for aging parents
  • Saving for retirement
  • Leaving a legacy
As your financial professionals, we'll get to know you and your goals. We'll create a customized plan for your unique situation, and we'll continuously monitor and revise it as your life changes. It starts with a no-cost, no-obligation meeting - and could end with a life that's a whole lot easier.


Getting Ready to Retire?


Check the background of our Investment & Retirement professionals on FINRA's BrokerCheck website.

The First Financial Investment & Retirement Center is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

 
The Investment & Retirement Center located at First Financial is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

*Investment & Retirement Center Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3508630.1-0321-0423