As a cooperative member-owned financial institution, UMassFive believes in supporting its local communities with products and services that help increase financial wellness, and encourages each of its members to make informed financial decisions.
On Wednesday, September 28, UMassFive’s CFS* Financial Advisors, Aimee Marden and Cooper Cerulo, invite all members of the community to attend their informational Retire Confidently 2.0 Forum online at 6:00 p.m. This interactive forum offers attendees an opportunity to engage directly with the two financial advisors, as well as with guest panelist Kevin Flynn VP, Lincoln Financial Group. Participants will be able to have their questions answered live about saving for retirement in today’s financial environment, with perspectives offered by the entire panel. Anyone interested can sign up via Zoom.
UMassFive’s Retirement and Investment Services Program was the recent recipient of three awards** from the 2022 Daily Hampshire Gazette’s Reader’s Choice voting poll. The program took first place for the fourth year in a row in the Best Financial Planning / Wealth Management category, as well as Best Investment Broker / Brokerage Firm for the third year in a row. They were also a finalist in the Best Estate Planning category. For more information on UMassFive’s Retirement and Investment Services Program, and the services they offer to any member of the community, please visit umassfive.coop/fis.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) 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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. **Reader’s Choice awards is a community voting poll that is determined by the most votes received and not indicative of a program or individual’s performance, nor should it be construed as a recommendation. Inclusion on the Reader’s Choice list should not be construed as an endorsement by the Daily Hampshire Gazette or Newspapers of New England.
UMassFive College Federal Credit Union (UMassFive) was established in 1967 and serves the University of Massachusetts, as well as the Five College System and over 50 other local organizations that share their community-based values and vision for a sustainable local economy. As a non-profit financial cooperative, UMassFive’s earnings are returned to their membership in the form of better rates, lower fees, and improved services and banking technology. The Credit Union offers a full range of financial products, including personal and business banking and lending, retirement planning and investments, and insurance. UMassFive has over 44,000 members, six branches, and assets of over $620 million. For more information about UMassFive College Federal Credit Union, please visit www.umassfive.coop.