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Choice Investments

It Pays to Save and Invest Early

No matter your life-stage or financial situation, it pays to invest what you can. Even a little bit each pay period can add up over time.

Choice Investments is an extension of the First Source Family. We work with them to offer you a comfortable and solid investing experience through a caring culture, just like our own. You can check the background of these financial professionals through FINRA's BrokerCheck.

They'll work with you to customize a plan that meets your needs and goals. No amount is too small and it's never too early or too late to start. They'll help you:

  • Plan for retirement
  • Save for college
  • Receive additional income
  • Navigate insurance

It Pays to Save Early

It's free to meet with them and learn your options, so why not? Give them a call at (315) 732-7200 or we’d be happy to schedule an appointment for you.

Everyone's goals are unique.

Set up an appointment to talk with us about your needs today.

Make an Appointment

Choice Investments LLC registered representatives, Melissa Bower and Charlie Batson, offer securities through Cadaret, Grant & Co., Inc. Member FINRA / SIPC. Licensed to offer securities in the states of CT, FL, IA, MA, MD, NC, NY & VT. First Source Federal Credit Union, Choice Investments LLC, and Cadaret Grant & Co., Inc. are separate entities. First Source Federal Credit Union is not a registered broker dealer and is not affiliated with Choice Investments LLC. Funds invested through Choice Investments are not federally insured, may lose value, and are of no way obligations of First Source FCU. Involves investment risk and may involve loss of principal. First Source has no guarantees of securities and annuities products offered through Cadaret, Grant & Co., Inc.

Even if it doesn’t seem like much, it’s better to start saving even a little now, than waiting to save more later.

— First Source Blog
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