November 2023 Connections eNewsletter

"Because peace of mind matters"

November 2023

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Introducing Lisa Robinson

Our vision at 1st Nor Cal Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with 1st Nor Cal extends to 1st Nor Cal Investment Services, through our broker dealer CUSO Financial Services, LP (CFS*).

Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just want a second opinion, we are here to help. Our CFS* Financial Advisor Lisa Robinson can provide you individualized service, and is experienced in working directly with members like you.

Products and Services include:
Reviewing Your Current Financial Plan
Retirement Planning
IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
Tax Efficient Investments
Retirement Income Strategies
Education Funding
Life and Long Term Care Insurance
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Lisa Robinson is here to:
Listen to your financial needs
Provide impartial advice to help you make informed decisions
Be dependable and responsive
The Investment Services portal, Clear 1, offers meaningful reporting across your positions and transactions while providing secure online document storage. Simple to navigate and with a more modern display of information, Clear 1 is your centralized portal to view all your account information and connect with your CFS* Financial Advisor.

To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment:

Contact Lisa Robinson, CFS* Financial Advisor via email or call her at (925) 293-1737.

*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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 the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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  BRANCH LOCATIONS
1111 Pine St, Martinez
538 Center Ave, Martinez
4261 Century Blvd, Pittsburg
8660-E Brentwood Blvd, Brentwood
560 First St, Suite B-106, Benicia
1420 Pomona St, Crockett
2500 Nevin Ave, Richmond  

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Mon - Wed: 9:00am - 4:00pm
Thurs/Fri: 9:00am - 5:00pm

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(888) 387-8632

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www.1stnorcalcu.org

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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administrations, a U.S. Government Agency.  

We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.  

  Recommended Five-Star Institution by Bauer Financial "Because peace of mind matters"

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  The information contained in this email (the “Content”) is provided for informational and educational purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. The Content is not intended to be and does not constitute financial, investment, tax or accounting advice or a solicitation to buy or sell securities. The Content is necessarily general in nature and is not specific to you or anyone else. YOU SHOULD CONSULT YOUR OWN INVESTMENT, TAX OR ACCOUNTING ADVISORS BEFORE IMPLEMENTING ANY ADVICE INCLUDED IN THE CONTENT. By viewing or utilizing the Content, you agree that you will not hold Marquis Software Solutions, Inc., 1st Nor Cal Credit Union or their affiliates or agents responsible for loss or damages resulting from the Content.  