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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

Brian Fee - has over 20 years experience in the financial services industry helping members plan their retirement, insurance and college funding needs. Brian specializes in retirement plan rollovers and has extensive knowledge of 401(k) and 403(b) retirement plans. Read more about Brian.

CONTACT US

By phone: 610-480-9996
Brian Fee: brianf@fmfcu.org

Securities offered through CUSO Financial Services, L.P. (CFS, an independent broker/dealer, (Member FINRA/SIPC). Registered Representatives are independent representatives registered through CFS. The products offered are not NCUA/NCUSIF or otherwise insured; are not obligations of FMFCU; and are not guaranteed by FMFCU and may lose value.