New Financial Management Service

Need help planning for your financial future? North Shore LIJ Health System Federal Credit Union can help.

When it comes to meeting your Investment and Insurance needs, North Shore LIJ Health System FCU and Vanderbilt Securities, LLC, understand the importance of a trusted partner. North Shore LIJ Health System FCU and Financial Consultant, J. Donald Acquaviva, CFP® will work with you to make sense out of your financial concerns. You will be offered alternative solutions to meet your level of comfort.

• Ask to meet with a CFP®, a Certified Financial Planner
• Free Portfolio Review and Analysis
• Free Informative Seminars

To schedule an appointment with the Financial Consultant, please call NSLIJHS FCU at 516.562.4918 or email info@nslijhsfcu.org, or call Don directly at 516.232.4327. There is never a cost or obligation in making an appointment.

We can help you find answers to your toughest and most frequently asked financial questions:

• Understanding 401k's, 403b's, 457 Plans and IRA's
• Retirement Funding
• Investment-Asset Allocation & Portfolio Diversification
• Fixed Rate Tax Deferred Annuities
• Mutual Funds & Tax Deferred Variable Annuities
• Education Planning using a 529 Savings Plan
• Life Insurance & Long Term Disability Income Needs Analysis
• Long Term Nursing Care Needs Analysis
• Estate/Elder Law Planning, Wills, Trust, & Charitable Giving available through the law firm of Karol, Hausman & Sosnik, P.C.

Securities are offered throughVanderbilt Securities, LLC, member FINRA/SIPC. Securities are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Credit Union, and are subject to investment risks, including possible loss of the principal invested.