Financial Counseling | Fort Lee Federal Credit Union

Skip to main content

Feeling overwhelmed by your finances?

Ask to speak with one of our Certified Financial Counselors.

We provide one-on-one counseling that helps you reach your financial goals. Let us help you:

Develop a budget and savings plan
Review your credit report
Set financial goals

Make an appointment today!

Call: 804-452-0736 ext. 114
Email: financial.counseling@fortleecu.org

NOTE: Electronic mail is not secure, and confidential information (such as social security number, account number, etc.) should not be communicated in this manner.

You may need these items for your first consultation:

Last 3 months of bank statements
Proof of all sources of income in the household
Mortgage Statement (association fees, property taxes and home insurance) or Rental Agreement
Utility Statements
Loan Statements
Credit Card Statements
Other debts or bills
Copy of your credit report from www.annualcreditreport.com

You May Be Interested In

Extended Auto Warranty

Be ready for the unexpected and ensure you’re covered in the event a mechanical breakdown occurs. With Mechanical Breakdown Protection from Route 66 Warranty,* you can rest easy knowing you are covered.
Learn More About Extended Warranties
Member Rewards

Another great reason to love Fort Lee FCU! As a credit union member, you are eligible for BIG discounts on tons of products and services,
Member Rewards Details
Personal Budgeting Tool

Wish there was an easy way to organize and understand your finances? Our online budgeting tool, Trends, can integrate your accounts, bills and assets into one big picture. With a clear vision and goals, you can make your dreams become reality!
Personal Budgeting Tool

Get Your Money Personality

Enrich Financial Wellness

How can we help?

Turn Dreams into Reality

Home Equity Loans

How can we help?

Affordable, Quality Coverage

TruStage Insurance

How can we help?

Become a Part of the Family

How can we help?

Find us on Facebook

Subscribe on Youtube