UNFCU Financial Advisors Announces alliance with XCEL Federal ...Document Transcript
Elisabeth Philippe, 347-686-6776, firstname.lastname@example.org
Ray deQuintal, 800-284-8663 x3040, RaydeQuintal@xcelfcu.org
UNFCU FINANCIAL ADVISORS ANNOUNCES ALLIANCE WITH
XCEL FEDERAL CREDIT UNION
Lends Financial Planning, Investment and Insurance Expertise to Best Serve
LONG ISLAND CITY, NY June 1, 2009 Leveraging its specialty offerings and financial
acumen in advising members throughout the New York Metropolitan area and around the world,
UNFCU Financial Advisors (UNFCU FA), a United Nations Federal Credit Union owned
company, recently announced that it will be providing investment, retirement, insurance and
financial planning services to the members of XCEL Federal Credit Union headquartered in
UNFCU FA will specifically offer financial planning and consulting, investment management,
tax planning and a range of insurance solutions including life, home, auto, long-term care and pet
health to XCEL s field of membership, which consists of employees of the Port Authority of New
York and New Jersey, as well as other Select Employee Groups (SEGs). UNFCU FA will also
work closely with XCEL to expand their existing SEGs and promote new SEG development.
XCEL Federal Credit Union is both pleased and excited to offer our members the services
provided by UNFCU s Financial Advisors team. We are confident that our members will benefit
from their objective, unbiased, and independent investment and retirement advice, said Linda
Mcfadden, CEO of XCEL. Their talented professionals have the ideal mix of domestic and
international experience and will provide our members with clear and concise recommendations.
Since 2006, UNFCU FA has extended its services to help credit unions, non-profits, and small
businesses operate cost effectively and extend the breadth of their programs and enhance their
members overall experience.
The UNFCU mission is serving the people who serve the world® and enriching the lives of our
members and we look forward to using our depth of experience and resources to help XCEL
Federal Credit Union s members and their families best meet their financial goals whether it is
saving for retirement, a child s education or simply being available to answer questions during
these challenging economic times, said Stephen Ryerson, president of UNFCU FA. We are
positioned to cross borders and the Hudson River to deliver programs.
About UNFCU Financial Advisors
UNFCU Financial Services LLC doing business as UNFCU Financial Advisors is a wholly
owned subsidiary and a credit union service organization (CUSO) of the United Nations Federal
Credit Union. The UNFCU Investment Centre and UNFCU Insurance Centre are divisions of
UNFCU Financial Advisors.
Registered as an investment advisory with the SEC, UNFCU Financial Advisors is dedicated to
helping credit unions develop and implement financial and non-financial programs for their
members, non-profit organizations, businesses and individuals. For more information, please
visit its website at www.unfcuadvisors.com, or contact us at email@example.com or by
telephone at +1 347-686-6606.
About United Nations Federal Credit Union (UNFCU)
UNFCU is a cooperative financial institution with US $2.8 billion in assets, which has served the
financial needs of the United Nations community since 1947. UNFCU offers a wide array of
flexible savings, loan, investment and insurance products, as well as advisory services.
Membership is open to staff of the UN, affiliated agencies, retirees and their families. UNFCU
members reside in over 205 countries and territories. Headquartered and with branches in New
York City, UNFCU has Representative Offices in Geneva, Switzerland, Vienna, Austria, Nairobi,
Kenya and Rome, Italy. For more information about UNFCU, please visit its website at
XCEL is a well capitalized not-for-profit financial institution insured and regulated by the
National Credit Union Administration (a US Government Agency) and owned by its members
since 1964. XCEL was formerly known as The Port Authority of NY and NJ Federal Credit
Union. Most of XCEL s members do business with the credit union electronically and cost
savings are passed along to members in the form of excellent rates on loans and deposits as well
as very low fees. XCEL currently serves 13,000 members from 75 associations and employer
groups. XCEL accounts are insured by the National Credit Union Administration.
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