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FINANCIAL PLANNING & INVESTMENTS

 

Credit & Budget Counseling

Free financial counseling is available by phone, 6 days a week for members with budgeting and credit questions or problems through a special program called Balance. Call 1-888-456-2227 for help. Counseling is available in Spanish and six other languages. Check out their website at http://www.balancepro.net.

 

For more information on other financial-related investment resources, including insurance products and money management, check out Members Financial Network website.

 

 

Individual Retirement Accounts (IRA)

Save for retirement, a first home purchase or for your child’s education and get a tax break with this government sponsored account. Inquire for rates. Learn more >>

 

Download IRA Brochure [pdf]

 

Insurance

Good rates on car, renter’s, and life insurance are available through the credit union. Call 1-888-380-9287 for more information. You may ask for someone who speaks Spanish or any other language.

 

 


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  Bethex Main Branch: 20 E. 179 Street, LL, Bronx, NY 10453 | Tel: 718.299.9100 | Fax: 718.294.4950
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