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Financial Services

The mission of Franklin Mint Federal Credit Union is to provide members with services that will enrich their lives. Financial Services, through CUSO Financial Services, L.P. (CFS)*, begins by asking questions, then developing a plan that can help make your dreams a reality.

We're here to help. Our services include but are not limited to:

Financial analysis of your unique needs and goals
Investment advice to help you select a plan that's best for you
Retirement planning including IRAs, Annuities and Pension Plans
College planning
Estate planning and wealth transfer
Protecting your assets through life, disability, and long-term care insurance
Business planning including SEPs, 401(k)s, Solo(k)s, and more
Self-directed online trading

MEET OUR FINANCIAL SERVICES REPRESENTATIVE

Christine Briganti - strives to earn members confidence and gain an understanding of what is important to them through listening to their goals and financial objectives. To reach financial success, Christine can help assess goals, safeguard assets and implement efficient tax strategies. Christine is experienced in working with Life, Disability Income and Long Term Care Insurance, Pension/Retirement Rollovers, Stocks, Bonds, Mutual Funds, Tax Sheltered Annuities and Lump Sum Payout Retirement options. Read more about Christine.

CONTACT US

By phone: 610-480-9996
Christine Briganti: christinebr@fmfcu.org

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Franklin Mint Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Please consult a tax professional for specific tax advice.