INVESTMENT SERVICES FOR YOU!
Investment Services at NSP St. Paul Credit Union offers a full set of financial services, in addition to the personalized service you expect from NSP St. Paul Credit Union.
By keeping your objectives in focus, staying in contact with you throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, the Investment Services team maintains a constant commitment to putting service first.
As full-services financial consultants, we offer you an assortment of quality, non-proprietary investment choices:
College Planning - 529 Plans, Education IRAs UGMAs and Coverdell ESAs
Retirement Planning - Retirement Plans (Pensions, 401Ks, 403Bs, etc.), Defined Benefit Plans, Executive Compensation, IRAs, and Annuities
Investment Planning - Asset Allocation, Diversification, Risk Assessment, Tax Consequences and Portfolio Strategies
Financial Planning - Fiscal Wellness and Financial Healthcheck, Asset Protection, Long Term Care Insurance, Life and Disability Insurance and Business Succession Planning
Estate Planning - Will Planning, Trust Planning, Intergenerational Wealth Transfers, Charitable Giving and Family Limit Partnerships
Contacting our team:
To contact one of our advisors for your Investment, Insurance or Financial Planning needs, send us an email or give us a call today
NSP St. Paul Credit Union
825 Rice Street
St. Paul, MN 55117
651-229-2221
Toll Free: 1-800-730-2626
Securities offered through Linsco/Private Ledger, Member NASD/SIPC
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Not NCUA Insured |
No CU Guarantee |
May Lose Value |
