Partnership Opportunities

Talk To An Advisor
Tel: 212-324-3900

What is a Business Partner?

A Business Partner is an organization that is affiliated with UNFCU Financial Advisors in one or a combination of the following:

1. A credit union, association, or company that provides their members and employees with access to our comprehensive suite of financial products and services
2. A company that acts as a distributor of our comprehensive suite of financial products and services to their clients
3. A company that supplements or complements our suite of financial products and services

If you are interested in partnership opportunities, please call 1-212-324-3900, email or complete the form below:

Which of the following products and services is your organization most interested in?
Investment Advisory & Wealth Management Employee & Member Benefits
Insurance & Risk Management Charitable Giving
Lifetime Income Retirement Solutions
Real Estate Rebate Program All of the Above
Your contact information
First Name
Last Name

StateZip Code
Preferred time to call:
Which of the following best describes your organization?
If other, please describe:
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