Creating Trust through Service

We are a team of highly motivated professionals dedicated to the design, implementation, and ongoing guidance of financial plans for executives, business owners, and professionals. We strive to serve all of our clients' financial needs. We have a strong commitment to our clients, our staff, our industry, and our communities.

Our clients: We are committed to providing our clients with innovative, value-added financial planning, insurance, and investment management services. We strive to meet our clients' expectations while dedicating ourselves to providing financial independence. We value long-term relationships.

Our staff: We are committed to recruiting and developing the best individuals in our industry. We provide our staff with opportunities for growth. We maintain an open door policy at all levels, encouraging the flow of communication and an exchange of ideas. We recognize the importance of each individual's active role in the success of the credit union. We expect our staff to be known for their integrity, service, hospitality, competence, and professionalism.

Our industry: We are committed to leading the financial planning, insurance, and investment industry through our integrity, innovation, service, and client satisfaction. We will continue to maintain the trust of our clients through full disclosure of accurate information. We develop strategic alliances with individuals from the accounting, legal, financial, insurance, securities, and other related industries to enhance our level of quality service

Our communities: We are committed to the enhancement of the communities of which we are a part, through education, leadership, and active participation in community affairs.

Services Provided through CUSO Financial Services, L.P., our broker-dealer:

• Financial planning and analysis
• Complimentary financial consultation
• Business planning
• Life insurance planning and analysis
• College funding
• Estate planning strategies
• Retirement plan review and analysis
• IRA plan review and analysis
• A full array of investment products
• Financial Education workshops

Click here to set up an appointment.

Financial advisors are securities licensed in New Jersey and Pennsylvania.

*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 Credit Union of New Jersey, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Union of New Jersey has contracted with CFS to make non-deposit investment products and services available to credit union members.