Frequently Asked Questions
Third Federal offers a variety of investment opportunities, such as fixed rate annuities and integrated wealth management services.
- Fixed-rate annuities – ThirdFed Insurance LLC, offers predictable, guaranteed growth with tax-deferred earnings. Learn More
- Wealth management services – Third Federal has partnered with Clearstead Advisory Solutions to provide customers with a personalized investment portfolio. Clearstead’s areas of expertise include:
- Retirement planning
- Wealth transfer and estate planning
- Investment diversification
- Tax planning and preparation
- Trust services
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Yes, Third Federal has partnered with Clearstead Advisory Solutions to provide wealth management support for investment management, trust guidance, tax or inheritance planning.
Third Federal is not affiliated with Clearstead Advisory Solutions, a division of Clearstead Advisors (Clearstead); however, Third Federal is an advisory client of Clearstead. Clearstead pays Third Federal referral fees when Third Federal customers establish an advisory client relationship with Clearstead under the referral program. This arrangement does not impact any advisory fees you may pay to Clearstead. Clearstead’s investment products and services are not FDIC insured and are not issued or guaranteed by Third Federal. Investment includes a risk of loss of value. *Services provided by Clearstead Advisors. **Services provided by Clearstead Trust.
Still have questions? For more information please call our Customer Care line at 1-844-798-7784 or visit our Contact Us page for more ways to get in touch.
