Skip to main content

You have goals. We’ll help you reach them.

An East Coast CU advisor will work with you to map out your financial future with expert advice and a personalized plan. We’ll give you the confidence to achieve your goals.

Get investment strategies

Know your options and build a plan that works for you.

Plan for retirement

Living well later means starting to plan for retirement today.

Review insurance needs

Help protect what’s important to you now and in the future.

Build a financial plan

Planning will help you stay on budget to meet your goals.

Develop a savings plan

Save a little or save a lot, but start fitting it into your budget today.

Select Image

Financial advice

Work with a financial advisor

A financial advisor will do much more than simply manage your income and your debts. They’ll provide expert advice to build your financial future.

  • Know your loan and line of credit options
  • Prepare a plan for managing debt
  • Build a savings plan into your budget
  • Buy your dream home
Select Image

Investment advice

Work with an investment advisor

An investment advisor will help you develop strategies, monitor your plan and make sure you stay on track.

  • Build an investment plan
  • Start a professionally-managed portfolio
  • Improve your portfolio performance
  • Get personalized strategies with ongoing advice

Expert advice

Advice and guidance every step of the way


Know your retirement income options

Understanding your income options is key to creating the best retirement plan. Work with an advisor to create your retirement roadmap.

Saving & investing

How to build your savings faster

Once you understand your current financial situation, you’ll know if the financial decisions you’re making today will help you reach your goals for the future.

Financial planning

How to build a financial plan

Building a roadmap to meet your financial goals? This article breaks it down. When you're ready, you can connect with our financial experts and start.