Investment Services

Founded in 1994, the Investment Services Group is dedicated to adhering to the same principles of the Corning Credit Union. We are committed to delivering superb, professional services to all of our clients. Our experienced financial advisors are salaried professionals, focused solely on your individual needs. We have combined a broad range of investment products with a great team of people to bring you the best service!

Corning Credit Union Investment Services is here to help you meet your financial goals and objectives. Our Raymond James financial advisors are ready to assist you as you plan for your financial future.

Through Raymond James Financial Services, we offer a wide array of financial products:

Professional Money Management

Utilizing Institutional Money Managers from around the country

Mutual Funds

Convenience of automatic deductions from your Credit Union Account

Securities Brokerage - Stocks, Bonds, and CDs

Buy and sell securities
Brokerage Account is held with Raymond James Financial Services, Inc.
Stock research is available
Attractive fee schedule

Annuities

Both fixed and variable
Earnings are tax deferred
Can be a good retirement planning tool

Wealth Management Solutions

Managing your assets, preserving your wealth, and building your legacy.

Estate Planning
Asset Management
Legal Resources
Trust Management
Portfolio Management
Alternative Investments
Tax Managed Strategies

Life Insurance and Long Term Care Insurance

Complete range of products to meet your Life and Long Term Care insurance needs
Request a quote online at our CCU Investment Services website and one of our Financial Advisors will contact you within one business day to discuss your online quote.

Financial Planning

Together, we will review your financial situation. Based on your individual circumstances, we will evaluate your alternatives and determine the best method available to help you achieve your goals. In order to provide a foundation for long-term financial security, we examine many areas including:

Retirement Plan Rollovers
Investments
Retirement & Pension Analysis
Education Funding Strategies
Estate and Survivor Needs
Portfolio Reviews

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

The products offered through Raymond James Financial Services, Inc., are:
- Not NCUA Insured
- NOT GUARANTEED by the NCUA or Corning Federal Credit Union
- Subject to risk and may lose value

Corning Credit Union and the Investment Services Group are independent of RJFS. This information is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.