inspiring our members to achieve financial success

Investments & Insurance

We're the resource you can tust for your investment and insurance needs

Oxford Federal Credit Union offers investment and insurance products and services that are designed to help you build and protect your family's financial security. Contact any of the local financial professionals below to set up a convenient meeting or consultation.

Get on the Road to Smart Retirement Planning
Have you met out financial planning partner Steve Dean of Northeast Planning Associates? Steve is available to meet with our members, at no cost, when you schedule an appointment by calling 207.696.0914.

Do you have a Financial Plan? Are your financial decisions supporting that plan? No matter what your age, income level or profession, planning for your future can help transform your visions into reality. At Oxford Federal Credit Union, we offer our members access to financial planning through Northeast Planning Associates, Inc. and investments through LPL Financial.

The cornerstone of the planning process is a comprehensive, individualized financial plan prepared especially for you. A Financial Planner can analyze your current situation and offer you objective advice about laying a foundation that will help you pursue your financial goals, objectives, and dreams.

Whether your objectives involve saving for retirement, reducing your tax burden, managing your investment portfolio, or protecting your assets, an advisor can prepare a personalized plan with specific courses of action for you to consider.

 

 


Disclosures - Steven Dean offers financial planning through Northeast Planning Associates, Inc. (NPA), a Registered Investment Adviser. Securities and advisory services offered through LPL Financial, a Registered Investment Adviser and member FINRA/SIPC. Oxford Federal Credit Union, NPA and LPL Financial are not affiliated. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, IN, ME, NC, NH, NY, OK, RI, SD and VA. Insurance products offered through LPL Financial or its licensed affiliated. The investment products sold through LPL Financial are not insured Oxford Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Oxford Federal Credit Union and are not endorsed, recommended or guaranteed by Oxford Federal Credit Union or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed and loss of principal is possible.

TruStage Auto & Home Insurance Program
You trust Oxford Federal Credit Union to offer the products and services you need to meet your financial needs and objectives. That's why we've partnered with a dedicated team of insurance professionals to bring you the TruStage Auto & Home Insurance Program.

Working with carefully selected insurance professionals, we can provide you with access to discounted rates, a range of online services, and 24/7 claims service. If you haven't compared auto or home insurance rates lately, it's a great time to take a look and find out if your Oxford FCU membership could result in some nice savings for you.

Get a free online quote today, or call Liberty Mutual's Account Representative, Shawn Spadea, 800.868.2024.


Disclosures - TruStage Auto and Home Insurance program is offered by TruStage Insurance Agency, LLC and issued by leading insurance companies. Discounts are not available in all stated and discounts vary by state. The insurance offered is not a deposit and is not federally insured. This coverage is not sold or guaranteed by Oxford Federal Credit Union.

Do You Need Health Insurance, Medicare Insurance, or Just Have Questions?
Whether you want to take advantage of annual open enrollment or find out if you qualify for a special election period, you know have a local resource at Oxford FCU.

Oxford FCU offers members access to free consultations on individual and small business health insurance, as well as Medicare Advantage/Medicare Supplement services through Courtney Cowan of Northeast Planning Associates, Inc. Courtney is a licensed Maine Life & Health Insurance Producer with Northeast Planning Associates, and is available to meet with Oxford FCU members.

To schedule an appointment, call 207.696.0914 or email ccowan@northeastplanning.com

Courtney Cowan (license #PRR252278) offers insurance products through Northeast Planning Associates, Inc. (NPA), a licensed insurance agency. When you buy or sell insurance products through Courtney Cowan, you are doing business with NPA and not Oxford Federal Credit Union. Oxford Federal Credit Union does not receive compensation as a result of your purchase or sale of insurance products through NPA. Oxford FCU and NPA are not affiliated. Not NCUA Insured, No Credit Union Guarantee. 16-340