Designed exclusively for credit union members, and located right here at Riverside FCU, the MEMBERS Financial Program offers retirement, insurance and investment programs designed to help you and your family through a lifetime of financial planning needs.
Some of the products and services available include:
- 401(k) / Pension Rollovers
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
- Wealth Management
- Tax-managed Investing
And, in the spirit of the credit union philosophy, this Program is designed to assist a wide variety of members – from those just starting a savings plan, to those with sizable assets looking for more sophisticated financial management tools.
Whether you’re looking for guidance on just one financial need you want to tackle today, or if you’re interested in putting together a comprehensive plan, please call the MEMBERS Financial Program at
(716) 909-1401 for a no-cost, no-obligation analysis with financial advisor David Goldpenny.