COVERDELL EDUCATION SAVINGS ACCOUNTS
A nondeductible account that features tax-free withdrawals for a very specific purpose- a child's education expense. You are eligible if your modified adjusted gross income does not exceed certain limits. Come in or call with any questions.
FINANCIAL PLANNING AVAILABLE
OCFCU is pleased to announce a new Financial Planning Service. Joe Fleischman and the team of Vanderbilt Securities, LLC is now available to educate credit union members on all types of investment options.
Investment Products, Retirement Options, Tax Planning and Estate and Elder Law Planning are all topics Joe can cover.
Please call Joe Fleischman at 516-620-8012 to schedule a free portfolio review and analysis.
*Securities purchased or sold in a transaction with Vanderbilt Securities, LLC and other non-insured investment bank deposits are not insured or guaranteed by, the Credit Union, and are subject to investment risk, including possible loss of principle investment. Securities offered through: Vanderbilt Securities,LLC*Member:NASD/SIPC 445 Broadhollow Road Melville, NY 11747 (631)845-5100.
NOW YOU CAN VIEW YOUR CREDIT UNION MORTGAGE INFORMATION
ON-LINE
Simply click here and register to view your Mortgage information. You will be able to view your loan balance, history and make or schedule payments. Have your loan number used by our servicing company, CUC Mortgage available to register.
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