Wealth Management

We have teamed up with Francis Carson of Money Concepts and are now able to offer our members a comprehensive suite of financial management solutions which also includes retirement planning.

Call Fran Today at (646)-661-1550 And Request a Complimentary Consultation.

PROVIDING PROFESSIONAL ADVICE WITH A PERSONAL TOUCH, THE FINEST 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

  • Educate you about the appropriate insurance options before retirement

STRATEGIC ALLIANCE OVERVIEW:

It’s official: The Finest Federal Credit Union and Money Concepts have joined forces. Through Money Concepts, our relationship enables us to offer our members, including thousands of law enforcement professionals, a comprehensive suite of financial management solutions. For more than 40 years, Money Concepts, 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 Money Concepts 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 FINEST/MONEY CONCEPTS 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

MONEY CONCEPTS 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

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*APR = ANNUAL PERCENTAGE RATE. RATE BASED ON CREDITWORTHINESS AND TERM OF LOAN. RATES ARE SUBJECT TO CHANGE AT ANY TIME AND ARE NOT GUARANTEED.
**APY = ANNUAL PERCENTAGE YIELD.
WE PROVIDE LINKS TO THIRD PARTY PARTNERS, INDEPENDENT FROM THE FINEST FEDERAL CREDIT UNION. THESE LINKS ARE PROVIDED ONLY AS A CONVENIENCE. WE DO NOT MANAGE THE CONTENT OF THOSE SITES. THE PRIVACY AND SECURITY POLICIES OF EXTERNAL WEBSITES WILL DIFFER FROM THOSE OF THE FINEST FEDERAL CREDIT UNION.

FINEST FEDERAL CREDIT UNION IS NOT AFFILIATED WITH OR SPONSORED OR ENDORSED BY THE NEW YORK CITY POLICE DEPARTMENT (NYPD) OR THE CITY OF NEW YORK.