We’re with you every step of the way.
Seek to maximize your investment potential with Investment & Insurance Services Located at Credit Union of New Jersey. Our financial professionals will customize a life-stage planning strategy to pursue your specific goals. Plus, our Long-Term Insurance options ensure your loved ones are protected. Take advantage of our educational workshops, including online video options, to further your financial knowledge. Start planning for your future today.
Putting a bullseye on long-range planning.
You probably have some targets in mind when it comes to planning for the future—college for your children, retirement options for you, maybe even estate planning strategies. Our team of representatives can help you hit the mark with services such as:
- Mutual funds
- Fixed and variable annuities
- Traditional and Roth IRAs
- 529 College Savings Plans
- Individual stocks and bonds
- 401(k) and other retirement plans
Being ready for the unexpected.
In addition to providing retirement and income strategies, as well as investment analysis and portfolio allocation, wealth transfer and estate planning strategies, Investment & Insurance Services Located at Credit Union of New Jersey can help you protect your hard-earned investments with long-term insurance plans so your family won’t be burdened if something happens to you. Insurance services include:
- Life insurance
- Long-term care insurance
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. Guarantees are based on the claims paying ability of the issuing company.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Enjoy the freedom to prosper. If you have questions about Investment & Insurance Services Located at Credit Union of New Jersey and the services we offer, feel free to give us a call at 609.538.4061 or 800.538.4061, or stop by one of our convenient branch locations.
Important Disclaimers
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. Credit Union of New Jersey and Investment & Insurance Services Located at Credit Union of New Jersey are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment & Insurance Services Located at Credit Union of New Jersey, and may also be employees of Credit Union of New Jersey. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Credit Union of New Jersey or Investment & Insurance Services Located at Credit Union of New Jersey. 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.
Credit Union of New Jersey (“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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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Important Disclaimers
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. Credit Union of New Jersey and Investment & Insurance Services Located at Credit Union of New Jersey are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment & Insurance Services Located at Credit Union of New Jersey, and may also be employees of Credit Union of New Jersey. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Credit Union of New Jersey or Investment & Insurance Services Located at Credit Union of New Jersey. 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.
Credit Union of New Jersey (“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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
