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
- Various investment objectives and asset categories available
- Many offer low investment requirements
- 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
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
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
