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| SECNY Member Benefits: Tax & Financial & Estate Planning |
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We are proud to offer the following services to members of SECNY
(paid for by the Credit Union)*:
- Tax Review & Planning – (FASTAX)
Review prior year returns. Discuss your current and future income tax issues.
Confidential meeting by appointment.
Contact Vicki @ 315-422-1504 ext.11 – Reference SECNY Program.
- Financial Advising – (The Legend Group)
Review all Retirement Income assets. Learn about recent IRS 403(b) (TSA) changes.
Confidential meeting by appointment.
Contact Tim Sennett @ 315-422-5868 – Reference SECNY Program
Securities offered through Legend Equities Corporation, member FINRA/SIPC.
- Simple Will – (Ali Pappas & Cox)
Protect your assets according to your wishes for future generations.
Confidential meeting by appointment.
Contact Doug or Robert @ 315-472-4481 – Reference SECNY Program
*As a member in good standing, these services will be provided as another member benefit. If you have specific requests outside of the normal benefit, all costs are disclosed upfront. For example, if you wish to buy life insurance or long-term care insurance, or would like to have a tax return prepared, the cost for these will be disclosed.
Another member benefit brought to you by SECNY FCU. Experience It.
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