Siebert Financial

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Exclusive Wealth Management Partner Announcement for The Finest Federal Credit Union Members

We are excited and proud to announce a partnership between The Finest Federal Credit Union and Siebert Financial Corp. (“Siebert”) to better support our members financial goals. Siebert is a well-respected, storied brokerage firm that has been offering retirement and wealth management solutions to clients for over 50 years. Currently Siebert has over $15 Billion in assets, is a publicly traded company (SIEB) and has offices nationwide, including New York (walking distance from 1 Police Plaza), NJ, PA, FL, CA, MA, and NE. 

The Finest Federal Credit Union is working directly with the Siebert Wealth Management team, so they are well informed regarding unique issues such as NYPD Retiree pensions, final loan, survivability, variable supplement drops, and many more situations based on your financial well-being. This collaboration is tailored to provide New York State’s Finest with an extensive range of financial services that include:

Exclusive Member Benefits

Receive a Free Financial Assessment from your dedicated Siebert Wealth Manager at no cost to you! You will meet 1-on-1 with your Wealth Manager and review all assets and financial status to formulate a plan and investments based on your financial goals.

Enjoy competitive pricing with special fee structures and discounted rates, enhancing the overall value of this partnership. This strategic partnership aims to provide our members financial well-being, addressing your unique needs through personalized guidance in retirement planning, wealth management, and IRA strategies.

Retirement Solutions

New York’s Finest will be able to benefit from Siebert Financial’s experienced and licensed professionals to better optimize your pension benefits and tailor investment portfolios aligned with your risk tolerance to support your long-term retirement goals.

Wealth Management & Insurance Services

The Finest Federal Credit Union and Siebert will offer dedicated financial advisors that will provide one-on-one consultations in order to develop personalized wealth management strategies. You will have dedicated guidance on your account to help with building out your investment goals, risk management solutions, and insurance strategies to protect your assets.

Individual Retirement Accounts (IRAs)

There are various types of Retirement Accounts you can open. We can assist you in selecting a suitable IRA type, optimizing contributions within legal limits, and provide educational resources through exclusive webinars and seminars focused on IRA planning and management.

Stay tuned for more information and future webinars/seminars and events tailored to your financial journey. 

The Finest Federal Credit Union and Siebert look forward to achieving all of New York’s Finest individual goals in retirement. 

To Speak with a Siebert Wealth Manager please call:

800-549-2186 or email at FFCU@siebert.com

Click here to view all of Siebert’s Local Offices nationwide.

New York ∙ Florida ∙ California ∙ Pennsylvania ∙  Nebraska ∙ Massachusetts