Welcome to FedChoice Federal Credit Union Investment Services, where you can explore investments, retirement planning, and credit union services that help you achieve your dreams by providing lifestyle investment and planning services.
We believe that objective financial guidance is a fundamental need for everyone. We enable our members to focus on creating personalized lifestyle financial plans that are the foundation for turning life’s aspirations into financial realities
We are here to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. With the help of our Financial Consultants, you will be on the path to realize your financial goals. Besides for investment expertise, Yehuda is very familiar with Federal Employee Benefits. This includes, Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS). Moreover, Yehuda has lectured across many Federal Agencies, such as General Services Administration (GSA), Federal Deposit Insurance Corporation (FDIC) and Joint Warfare Analysis Center (JWAC).
SETTING THE INVESTMENT SERVICES STANDARD
It’s important to have a relationship with a financial advisor you trust. We pride ourselves on putting your goals first to provide you with unbiased financial advice.
FedChoice Investment Services provides access to a complete array of financial guidance, planning, and products. We can help you build, and protect your investments. The Financial Consultants at FedChoice Investment Services are your local resource for comprehensive
- Asset Protection
- Business Succession Planning
- College Planning
- Estate Planning
- Income Planning
- IRA and 401(k) Rollovers
- Life Insurance
- Pre-Tax Investments
- Portfolio Review
- Retirement Planning
- Tax Planning
- Wealth Accumulation