Bethpage Investment Strategies Named “best Financial Planner” On Long Island

Jan. 9, 2012 - PRLog -- 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.

Securities, advisory services, and certain insurance products of INVEST Financial Corporation, member FINRA/SIPC and affiliated insurance agencies. INVEST is not affiliated with Bethpage Federal Credit Union or Bethpage Investment Strategies. Products are:
·Not NCUA insured · Not a deposit · Not credit union guaranteed · Subject to risks.