First New York Retirement and Investment Services is a division of First New York Federal Credit Union, dedicated to helping members plan for a secure financial future. Specializing in retirement and investment services, the organization provides personalized financial strategies tailored to individuals’ life stages, goals, and risk tolerance. Their team of registered representatives offers professional guidance on retirement planning, investment portfolio development, and wealth accumulation. As a member-focused institution, First New York Retirement and Investment Services emphasizes education, trust, and long-term relationships, ensuring clients are informed and confident in their financial decisions.

With access to a broad range of financial products, the team assists members in optimizing their retirement savings through IRAs, 401(k) rollovers, and comprehensive planning. This service is powered by LPL Financial, a registered investment advisor and brokerage service provider, ensuring clients benefit from both local support and national expertise. The organization also plays an active role in the community through financial wellness programs and seminars aimed at promoting smart investing and retirement readiness. First New York Retirement and Investment Services stands out for its member-centric approach and strong local roots, making financial planning approachable and accessible.

Website: https://www.firstnewyork.org/invest/

Key Services:

– Retirement planning and income strategies
– Investment portfolio management
– IRA and 401(k) rollover assistance
– Wealth accumulation strategies
– College savings planning
– Life insurance and long-term care solutions
– Personalized financial consultations
– Financial education and planning seminars