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We’re working to bring you a new website soon, in the meantime, Northern Financial Services* would like to share some news with you.
As part of our ongoing commitment to delivering exceptional service and helping you achieve your financial goals, we’re excited to announce that after careful consideration, Northern Financial Services has decided to partner with a locally trusted and highly regarded investment firm, Rosner Financial Group**. This change comes as our previous partner, CUSO Financial Services LP’s parent company, Atria Wealth Solutions was acquired by LPL Financial.
We’re confident that Northern Financial Services, backed by the Rosner Team will provide you better guidance, and service through our collective expertise, excellent track record in the local community and personalized approach to investing. Together, Northern Financial Services and the Rosner Team have more than 25 years’ experience helping local people prepare for retirement and plan for their family’s financial needs. Northern partnered with Rosner Financial Group in 2022 to manage Internal-Owner Employee’s 401(k) accounts and we have been extremely satisfied with their customer service and expert guidance. We’re eager to build on this successful partnership and to offer the same level of care and expertise to you, our valued members.
The decision for Northern Financial Services to partner with Rosner Financial Group was made to provide our members with enhanced tools, resources, elevated service, and guidance to better meet your financial goals. As a trusted leader in the financial services industry, we offer:
- Personalized Service: We understand the unique needs of our community and are dedicated to providing tailored financial solutions.
- Proven Expertise: A solid history of helping individuals like you achieve their financial goals.
- Local Community Focus: Commitment to shared values which ensure your investments are handled with care and integrity.
The letter you should have recently received from CUSO Financial Services instructs you to take no action, which would result in your accounts being automatically transferred to LPL. However, we recommend you transfer your accounts to Rosner Financial Group in partnership with Northern Financial Services instead.
We understand that change can bring questions, but rest assured, this transition is designed to offer you significant benefits, including access to a broader range of investment options and a commitment to helping you pursue your financial goals with confidence.
To simplify the process, Rosner Financial Group, representing Northern Financial Services, is ready to assist you every step of the way. Sam or Mea Rosner will be reaching out to you in the coming weeks to assist in moving your accounts.
In the meantime, call us at 315.777.8963 with any questions or to transition your accounts now.
While Devin Benko has chosen to stay with LPL at another credit union, we appreciate the time and care he has dedicated to NFS and its members during his time with us. “It has been a pleasure getting to know all of you, I sincerely enjoyed servicing your accounts and appreciate the trust you placed in me. I wish each of you all the best and much-continued success,” Devin Benko.
Thank you for your continued trust in Northern Credit Union and Northern Financial Services and for allowing us to assist with your investment goals. We’re excited about new opportunities offered through our partnership with Rosner Financial Group and remain committed to leveraging new resources for your financial benefit.
*Non-deposit investment products and services are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union and may involve investment risk including possible loss of principal.