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No matter what your age, income level or profession, planning for your future can turn your visions into reality. OTIS Federal Credit Union offers our members access to financial planning, investments, long-term care and insurance services through Northeast Planning Associates, Inc. and LPL Financial.
The cornerstone of the planning process is a comprehensive, individualized financial plan prepared especially for you. A Financial Planner will objectively analyze your current situation and assist you in laying the foundation to help you achieve and protect your dreams. Whether your objectives involve retirement, reducing your tax burden, proper advice on allocation of your investment portfolio or protecting your assets, an advisor can prepare a personalized plan with specific courses of action for you to consider.
Click her for more information about our Financial Planning partners. |
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Financial Planner offers advisory services through Northeast Planning Associates, Inc., a registered investment advisor. Securities insurance products offered through LPL Financial and its affiliates, member NSAD/SIPC. The Credit Union, Northeast Planning Associates, Inc. and LPL Financial are not affiliated. Products and services provided; 1) are NOT federally insured; 2) are NOT obligations of the credit union; 3) are NOT guaranteed by the credit union; 4) may involve investment risks including possible loss of principal. Branch: 59 Main Street, Madison ME 04950 Tel: (207) 696-0914. 04-165 |
(207) 897-0900
