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NCU Investment Solutions

EST. AUM
$107,551,908

CONTACTS

CLIENT ACCOUNTS
373

Firm Details

Metro area Providence
CRD Number 134804
Website ncuinvestments.com
Client types

Overview

NCU Investment Solutions is the advisory business name of Randall Financial Group, LLC, an SEC-registered investment adviser based in Smithfield, Rhode Island. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, retirement-income planning, tax and estate coordination, and consulting for 401(k) plans, institutions, and pensions. It primarily serves individuals, high-net-worth households, pension and profit-sharing plans, and businesses. Portfolios generally use diversified, low-cost mutual funds and exchange-traded funds, supported by ongoing monitoring, rebalancing, performance reporting, investment policy statements, and tax-management strategies. The adviser is ultimately owned by Navigant Credit Union through NCU Holding Company, LLC, with fiduciary-focused advisory services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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