Investments* & Insurance & Tax Services

Helping you work toward your financial goals with practical solutions and objective advice

Strengthening our commitment to help individual and business members manage their money and plan for the future, Northwest Federal Credit Union offers access to a comprehensive range of investment, insurance, and tax products and services through our wholly-owned subsidiary, Northwest Financial LLC.

Investment Services*

Northwest Financial LLC’s subsidiary, Northwest Financial Group*, offers you the opportunity to work with experienced financial professionals who can help guide you in making sound investment, education, retirement, and estate planning decisions. Northwest Financial Group can help you with:

Education Plans
Estate Plans & Trust Services**
Financial Planning
Retirement Income Strategies
Retirement Planning
Tax-efficient Investing
Wealth Accumulation

Learn more about Northwest Financial Group or request a complimentary, no-obligation consultation today—it’s another valuable benefit of your membership.

Insurance Services

Insurance is an important part of your financial plan. NW Insurance Agency (NWIA), a subsidiary of Northwest Financial LLC, offers access to a myriad of insurance products designed to protect you, your loved ones, your property and/or your business from financial loss. NWIA can help you find the insurance product that fits your unique needs at a price you can afford. You can’t prevent the unexpected, but you can prepare for it.

Visit NW Insurance Agency today to learn more about the Life, Health, Disability, Accident, Auto & Homeowners, Long Term Care, Vehicle Protection and Travel Insurance available. You may also schedule an insurance review! Consultations and insurance quotes are provided at no charge to you.

Tax Services

It’s no secret that most people get a little nervous when thinking about their tax issues. To help make dealing with tax issues easier and more effective for our members, we offer access to professional tax planning and preparation services through Northwest Tax Group (NWTG), a subsidiary of Northwest Financial LLC.

If you prefer professional management of your tax matters, an experienced NWTG advisor is ready to assist you. If you’re the “do-it-yourself” type, NWTG offers TurboTax^® Online^SM for convenient, web-based tax return preparation. Either way, we make it possible for you to effectively plan and prepare your taxes for maximum tax-efficiency.

*Northwest Financial Group is a registered investment advisor and registered broker/dealer, member FINRA/SIPC. Securities and life insurance is offered through LPL Financial and its affiliates, member FINRA/SIPC. LPL Financial has contracted Northwest Financial Group to refer securities and insurance business to LPL Financial. Northwest Financial LLC, NW Insurance Agency, Northwest Tax Group, and Northwest Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. **Trust services offered through The Private Trust Co., NA, an affiliate of LPL Financial. Securities and insurance products offered through LPL Financial and its affiliates are:

Not NCUA insured, offer no credit union guarantee, and may lose value.