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Investments
At New Mexico Educators Federal Credit Union, you have access to the Investment Services division. Investment Services helps simplify learning about and understanding investments. With Registered Representatives through our broker-dealer, CUSO Financial Services, L.P. (CFS*), investment products through CFS* include:
- Fixed and Variable Annuities
- Mutual Funds
- Stocks
- Bonds
- Exchange Traded Funds
- Market Linked CDs
In fact, you have access to virtually any traded security. As an added benefit, CFS* has no proprietary products so you receive unbiased investment recommendations.
Because you’re a Credit Union member, you receive complimentary consultations with an experienced Investment Services Representative. If you would like more information about the many investment services available, you may contact us via email or by calling 872-5434 (800-347-2838 from outside the Albuquerque area).
Investment Services is located at the University Office at 1801 Lomas NE, Albuquerque. Investment Services Representatives are registered in New Mexico and numerous other states.
Make the Most of a 401(k) Rollover with CFS*Most experts agree that what you do with your 401(k) assets when changing jobs or retiring can be one of the most important financial decisions you will ever make. You need vital information that allows you to make those important decisions that fit your current situation, investment timeframe, and long-term goals and objectives.
The Investment Services division at New Mexico Educators Federal Credit Union, available through CUSO Financial Services, L.P. (CFS)* is knowledgeable and committed to doing what is right for you and your unique situation.
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If you have an investment account with us, you can use My Portfolio View to see your current investment balances through your Credit Union's website. To register, call 872-5434 (800-347-2838 from outside the Albuquerque area). When you receive your information, you can log in and view your accounts by clicking on the Member Portfolio button above.
*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. New Mexico Educators Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
