Bethpage Named Best Financial Planner On LI
January 9, 2012
By the readers of Long Island Press
(Bethpage, NY) Just months after its expansion, Bethpage Investment Strategies, a division of Bethpage Federal Credit Union, has been named Best Financial Planner on Long Island by the readers of Long Island Press.
Bethpage Investment Strategies, through INVEST Financial Corporation, offers members access to a full menu of financial services, including brokerage and investment services, financial planning, asset management, retirement/estate planning and college planning capabilities, as well as life insurance, long term care and disability insurance strategies.
“A big win for Bethpage, we are thankful to the readers of LI Press for naming Bethpage Investment Strategies, Best Financial Planner on Long Island – a vote cast amongst some of Long Island’s largest commercial banks and investment service firms,” said Michele Dean, Senior Vice President of Investment Services, Bethpage. “Bethpage advisors work closely with members to provide strategic, timely and personalized financial services, to help them reach their individual financial goals.”
Bethpage Investment Strategies was expanded in August, 2011 to offer members an increased product line and more financial services tailored to meet members’ expanding financial planning and investment strategy needs. As part of the expansion, Bethpage offers these products and services through Tampa, Florida-based INVEST Financial Corporation, member FINRA/SIPC. The division manages a $350 million portfolio for over 4,000 clients.
Bethpage Federal Credit Union is a not-for-profit financial cooperative, existing solely to serve its members and has experienced rapid growth in recent years to become a strong alternative to banks. Bethpage was approved for the largest federal community charter in the U.S. in 2003 and now is Long Island’s largest credit union and leading community financial institution with over 194,000 members, 25 branches and 60 shared service center locations throughout Nassau and Suffolk Counties. As a financial cooperative, Bethpage offers better rates, lower fees and a full menu of personal and commercial financial services.
Bethpage maintains branch locations in Bay Shore, Bay Shore King Kullen, Bethpage, Central Islip, Commack King Kullen, Elmont, Farmingdale, Freeport, Glen Cove, Hempstead, Huntington, Levittown King Kullen, Lynbrook, Massapequa, Melville, Mineola, North Babylon, Patchogue, Port Jefferson, Riverhead, Seaford, Smithtown, Roosevelt and Westbury with over 350 surcharge-free ATMs in King Kullen, 7-Eleven, Walgreens and Costco locations throughout Long Island. For more information, call 1-800-628-7070 or visit www.lovebethpage.com.
Posted by News LI Editor · Filed Under Finance
Have a press release or local story you would like us to review? Let us know about it!
| You can Bookmark & Share this page by clicking here: |
|
More Long Island News
-
Long Island Exchange is the leading resource on Long Island New York for news and business. Find Long Island news, check local weather, real estate, classifieds, and auto dealer listings for Long Island.
News Comments for this Article
Got something to say? Be sure you've read and understand our (Terms of Service)
You may not post any unlawful, threatening, defamatory, obscene, pornographic or other material that would violate the law. All comments should be relevant to the topic and remain respectful of other authors and commenters. You are solely responsible for your own comments, the consequences of posting those comments, and the consequences of any reliance by you on the comments of others. More...
