Investment Planning

Make the most out of your money

The thought of investment planning can be intimidating. But don’t worry—we’re here to help you make a solid plan and guide you every step of the way.

  • Investment solutions, including mutual funds, annuities, and more.
  • Financial advisor for informed investment decisions
  • Investment management directly from your account

Disclosure: Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. IC Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Investment representatives at IC Federal Credit Union are licensed to transact securities business in Massachusetts. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx

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Wealth accumulation during your working years
Security and independence in your retirement
Profitable transfer of assets

Annual Investment Returns Calculator

How to Get Started

Contact IC’s financial advisor  (978) 353-1330

Or Contact Us

If you have any questions left

Main Office

Address
300 Bemis Road, Fitchburg, MA 01420

Phone
Main Office (800) 262-1001

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