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UVEST Financial ServicesDo you seek the potential for higher return on your retirement fund? You may want to consider purchasing Mutual Funds* in your IRA. While there is no guarantee on your principal, benefits of Mutual Funds include: diversification, professional portfolio management and more.
 
For details, contact our investment partner, UVEST Financial Services**, or call 518-862-1955 or 800-727-3328.
 
*You should consider a mutual fund’s investment objectives, risks, charges and expenses carefully before investing. Contact your Financial Advisor to request a prospectus, which contains this and other information about a specific mutual fund. Read it carefully before you invest. Past performance is no guarantee of future results. Investment return and principal value of a mutual fund will fluctuate, causing shares, when redeemed, to be worth more or less than their original cost.
 
**Securities are offered by, and Investment Consultants are registered with, UVEST Financial Services, member NASD/SIPC. UVEST is independent of any financial institution. UVEST and SEFCU are independent entities.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Credit Union Deposit

 
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Wealth Management Services
SEFCU, in partnership with UVEST Financial Services, offers an assortment of investment products to help you reach your financial goals.
 
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