Financial Management & Analysis
You can get a no cost second opinion on your current financial plan or we can help you develop new investment and insurance strategies to ensure you have the protection, income, and retirement resources you need. We can also help you manage your program as your needs change. Learn More

Investment Plans
We can review your current investment plan and make recommendations, or we can help you develop a more comprehensive plan. You can choose from a complete menu of investments that complement TEG Certificates of Deposit and Money Market Accounts. Learn More

Retirement Plans
What you save today will determine how comfortable you will be when you retire. We can help with tax-deductible and tax-deferred IRA options, a reverse mortgage*, investment products, as well as post-retirement income, legacy and distribution planning. Learn More

* Proceeds from a reverse mortgage should not be used for investment purposes.

Insurance Protection
Protect your family with Life, Accident and Disability, and Long-Term Care (LTC) insurance you can depend on. The biggest mistake most members make is that they don’t have enough coverage or they have no insurance at all. Learn More

Get Started Today!
Contact Jean Riordan or Lois Upton to schedule an appointment to review your current financial plan or to get more information about developing the strategies you need. Call: (845) 452-7323. Jean's extension is 1222 and Lois can be reached at 1314. There is no cost or obligation.

	Jean Riordan Vice President Financial Advisement TEG Federal Credit Union TEG Retirement & Advisory Services
	Lois Upton Investment Representative TEG Federal Credit Union TEG Retirement & Advisory Services

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities licensed associates of TEG Retirement and Advisory Services are Registered Representatives offering securities and investments through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY (NPCOA), Member FINRA /SIPC. Investment Advisor Representatives offer advisory services through Lexco Wealth Management, Inc, a Registered Investment Advisor. Registered Representatives of NPC/NPCOA may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. TEG Retirement and Advisory Services, Lexco Wealth Management, Inc. and NPC/NPCOA are separate and unrelated companies.

Not FDIC/NCUA Insured - No Bank Guarantee - May Lose Value

Please click here to view NPC's Privacy Policy.