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You work hard for your income. Why not let SEFCU put it to work for you? Check out our Investment Center to learn about the savings and investment opportunities we can offer you and your family through our partnership with UVEST Financial Services*. And remember, our Investment Representatives are always here to answer your questions and help you create a financial plan that suits your goals. Call us at 518-862-1955, or e-mail sefcu@uvestmail.com – and partner with SEFCU to build your solid financial future.

*Securities are offered by, and Investment Consultants are registered with, UVEST Financial Services, member FINRA/SIPC. UVEST is independent of any financial institution. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value

Not Guaranteed by any Government Agency

Not a Credit Union Deposit

Find out how investments can benefit you:

Mutual Funds
Enjoy growth potential over time by investing in a professionally managed, diversified portfolio.

Stocks and Bonds
Invest at the risk level you’re comfortable with through equity and fixed-income investments.

Fee-Based Investment Managers
Get quality investment advice and professional management for your investment accounts.

Education Investment
Save for tuition needs for that special child in your life with tax-advantaged investments.

Rollovers
Transfer savings from a former employer’s retirement plan to the retirement account of your choice.

Annuity Accounts
Receive a steady stream of income during retirement by investing in our fixed or variable annuities.

Charitable Giving
Realize your philanthropic objectives and benefit from tax advantages by establishing a Charitable Trust.

IRAs
Use mutual funds to save for retirement with Traditional, Roth and SEP IRAs, available to meet the needs of individuals and small businesses.

Online Trading
Access online trading and research offered through UVEST.

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