Wealth Management
We have teamed up with Allied Wealth Partners and are now able to offer our members a comprehensive suite of financial management solutions.
PROVIDING PROFESSIONAL ADVICE WITH A PERSONAL TOUCH, THE FINEST TEAM WILL:
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Walk you through the retirement planning process
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Help you choose wealth management products and tools available
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Help you with questions about your annual NYC benefits statement
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Provide sound financial strategies for you and your family
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Outline all the retirement tiers
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Attend your pension exit meeting
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Educate you about the appropriate insurance options before retirement
STRATEGIC ALLIANCE OVERVIEW:
It’s official: The Finest Federal Credit Union and Allied Wealth Partners have joined forces. Through Allied Wealth Partners, our relationship enables us to offer our members, including thousands of law enforcement professionals, a comprehensive suite of financial management solutions. For more than 50 years, Allied Wealth Partners, an elite independent wealth management firm, has guided many clients throughout New York and New Jersey with their financial goals by developing wealth building and protection strategies. Together, the Finest Federal Credit Union and Allied Wealth Partners are ideally positioned to offer New York’s Finest with industry competitive financial products and services. We have an in-depth understanding of your benefits and can guide you through the wealth management and retirement planning decisions that will shape your future.
PROVIDING PROFESSIONAL ADVICE WITH A PERSONAL TOUCH, THE ALLIED TEAM WILL:
• Walk you through the retirement planning process
• Help you choose wealth management products and tools available
• Help you with questions about your annual NYC benefits statement
• Provide sound financial strategies for you and your family
• Outline all the retirement tiers
• Attend your pension exit meeting with you
• Educate you about the appropriate insurance options before retirement
ALLIED WEALTH PARTNERS OFFERS:
• Investment management options including brokerage accounts, mutual funds, annuities, 529 college savings plans, 401(k) plans, asset allocation models, certificates of deposit and municipal bonds
• Risk management and protection including life, disability and health insurance products, plus estate planning strategies and charitable giving tools
1350 Broadway, Suite 1407 New York, NY 10018
50 Charles Lindbergh Blvd, Suite 420 Uniondale, NY 11553
14 Walsh Dr #100, Parsippany, NJ 07054
Email:
Phone: 973.265.1277
