Every First Jersey Credit Union Member is entitled to a Free Consultation, scheduled by appointment only in the Wayne branch.  We will review your cash flow, savings goals, retirement planning, college funding, major purchase, budgeting, health care including long term care planning, life insurance and any other topic you wish to discuss.  There is no cost or obligation to sit and talk.  Should you wish to enlist our services for planning, investments, or insurance, we will review what product or service you need and the any fee necessary to provide the advice and planning you need to accomplish your financial goals.  See the Services page for a list of products, services and fees.

Financial Planning Services for

First Jersey Credit Union Members