LOG IN CONTACT US CAREERS LOCATIONS RATES MAKE AN APPOINTMENT Accounts Loans Investments Online & Mobile Business Resources Community Search for: Retirement Planning and Management Making smart decisions at every stage of life Whether you’re making plans for a comfortable retirement some day, or are ready to retire and want to manage your funds wisely, we can help. Planning for Retirement Planning for the future becomes more important as we get older, and the sooner we begin saving for retirement, the more time we have to earn and accumulate wealth. Whether you’re 25 or 55, if you’re making a commitment to your retirement, we can start by evaluating your current finances, lifestyle goals, and retirement objectives, and help you make a plan. That plan can include everything from budgeting to saving and investing, and will always be open to changes, updates, and adjustments. All along the way, we’ll be here for you, to assist you in making smart, informed choices. Managing Retirement When you retire, you’ll want to manage your available funds and lifestyle to live in comfort and do the things you want. Retirement can include everything from investment income to pensions, Social Security, and even part-time work to supplement your income if desired. We can help you by looking at all your savings and investments, evaluating your plans and lifestyle, and advising you on the best way to manage your accounts and make withdrawals. Smart retirement management may include timing your Social Security or making withdrawals from some accounts before others. Retire Smarter We’re here to help you at every stage of life. Call 315-735-8571 to talk about your options or make an appointment with one of our friendly and knowledgeable representatives today. Simply click on the button below, select “Advisory Services” from the menu and choose “Investment Services.” MAKE AN APPOINTMENT Let’s Get Started Click below to make an appointment. Select “Advisory Services” and choose “Investment Services.” MAKE AN APPOINTMENT Sign Up For Our Email Today Email Address By submitting your email, you give First Source permission to send you informative and promotional emails, including information on upcoming events, products, and services. You may change your designation at any time in the future. Thank you for letting us help you Live Smarter. Accounts Personal Checking Savings Accounts Youth Accounts Business Services Online Banking Loans Mortgage Home Equity Car Loan Personal Loans Credit Cards General Info Routing #: 221380790 ATMs Rates Accessibility About Become a Member Live Smarter Blog Careers Privacy Disclosures Board/Management Contact Us Locations & Hours 315-735-8571 1-800-735-8571 4451 Commercial Drive New Hartford, NY 13413 membermail@fsource.org Connect © 2021 First Source Federal Credit Union Federally insured by NCUA. Membership eligibility is required.