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Financial Services

Home > Investment Services | Financial Services | Rockland County | Palisades Credit Union

Investment Services

The Palisades Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

To learn more about the background of your financial advisor and the firm they work for, please go to BrokerCheck by FINRA. 

Beyond monthly budgets and day-to-day expenses, what are your big-picture financial goals? A comfortable retirement? Saving for college? Buying a home? Starting a business? The list could be endless.

Regardless of your aspirations, a sound investment strategy can get you moving in the right direction. A variety of products, services, strategies and objectives await, but no matter where you are on your journey, it’s never too late to get started.

Services offered to meet your needs include:

Meet our financial advisor:
Kenny Weinstein

Financial Advisor

Direct number: 845.664.6146
Branch number: 845.602.4242 Ext. 146
Kenneth.Weinstein@cunamutual.com
Palisades Financial Services Program
Located at:
Palisades Credit Union
Nanuet Branch
240 East Route 59
Nanuet, NY 10954

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Consultations are offered at no cost or obligation

To set up an appointment with our Financial Advisor, please call: 845-664-6146

*Palisades Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-2304491.1-1118-1220

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