NorthCountry Financial Services

Let our professionals help you make the right moves.

* Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Account View BrokerCheck* Retirement Tips Meet the Team

Our Financial Services team offers:

  • Free, no-obligation appointments
  • Assistance with stocks, mutual funds and IRAs
  • Information about life insurance

Let's discuss your financial path to the future

What's more important: A financial approach that yields short-term earnings? Or big-picture planning that leads to success over the long haul? The answer, of course, is that both are vital. With support from NorthCountry Financial Services, you can take steps toward creating smart strategies for both today and tomorrow.

Financial Services

  • Retirement planning, estate planning, and 401(k) planning
  • Mutual funds
  • Annuities
  • Stocks and bonds
  • IRAs

Insurance

Providing for your family is a top priority. You can make sure that financial support continues after you've passed on. What's the best way to do that? Set up a no-obligation, no-cost appointment with an LPL registered representative, and they'll be happy to discuss the features and benefits of various types of life insurance policies.

Contact

Contact a financial representative directly, or use the form below and someone will be in touch.

Email: [email protected]
Toll-free: 1 800 660-3258 x7551
Phone: 1 802 859-7551
Fax: 1 802 859-8651

Let's Meet! Contact Financial Services

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      NorthCountry Federal Credit Union ("NorthCountry FCU") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay NorthCountry FCU for these referrals. This creates an incentive for NorthCountry FCU to make these referrals, resulting in a conflict of interest. NorthCountry FCU is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

      Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. NorthCountry Federal Credit Union ("NorthCountry FCU") and NorthCountry Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NorthCountry Financial Services, and may also be employees of NorthCountry FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NorthCountry FCU or NorthCountry Financial Services. Securities and insurance offered through LPL or its affiliates are:

      Not insured by NCUA or any other government agency Not credit union guaranteed Not credit union deposits or obligations May lose value
       

      The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

      LPL Financial Form CRS