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Investments & Insurance

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

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) Transition Assistance

Job change? Be sure to ask us about our 401(k) transition assistance program! When changing employers, you'll want to understand all your 401(k) transition assistance options to avoid costly mistakes. Our Financial Professionals can assist you with helpful resources and provide advice about your options, rules, tax implications, and any deadlines you may need to consider. Call the representatives at First Financial Investment & Retirement Center at 732.312.1534 or email one of our Financial Professionals 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
  • Income planning
  • Caring for aging parents
  • Saving for retirement goals
  • Leaving a legacy
  • Long-term care

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.

Get started!

Getting Ready to Retire?

*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 Financial Federal Credit Union (FFFCU) and First Financial Investment & Retirement Center are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using First Financial Investment & Retirement Center, and may also be employees of FFFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of FFFCU or First Financial Investment & Retirement Center.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

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.

Your Credit Union (“First Financial FCU”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay First Financial FCU for these referrals. This creates an incentive for First Financial FCU to make these referrals, resulting in a conflict of interest. First Financial FCU is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

LPL Financial Form CRS