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DFCU Now Offering Financial Coordination to Membership


By: Anna Hewitt-Channell

Thank you for visiting the DFCU Blog! We are THRILLED to announce a new perk for our valued DFCU members!

We are officially launching our Live Well Financial Wellness Program operated by our CUNA Certified Financial Counseling Team!! Congratulations to Codie Peryea-Parnaby, Danielle Boulerice & Kristi Roberts on their certification!

The team not only had to take a course, study and pass an extremely difficult test to become certified, they now have to dedicate themselves to learning how to make member's financial wellness more attainable. We are so proud of the them for passing their certification and taking this next step at DFCU! Their passion for helping our membership has made Live Well come to life! 

Dannemora FCU is now offering FREE Financial Counseling with our CUNA Certified Financial Coordinators by appointment. Our Financial Coordinators can help you do the following:

  • Develop a healthy budget
  • Set-up an emergency savings
  • Set up your financial goals
  • Provide a smooth transition to GreenPath
  • And MORE!

Through Live Well, our Financial Coordinators will be available to schedule personal 1-on-1 meetings with our members to get budgets organized and ready for the year (or years!) ahead. Financial planning now means financial success later on in your future! Our goal is to help you live a stress-free life and plan accordingly for life's little emergencies.

Our Financial Coordinators are currently located at our Tom Miller Road and New York Road branches. If you have a preference in which branch you want to meet at, please add that to the email.

ALL Membership is welcome to schedule an appointment with our coordinators and we urge you to do so! Codie, Danielle and Kristi are so excited to help you plan ahead and meet with you!

To schedule an appointment with Codie, Danielle and/or Kristi, email us directly at [email protected] or contact us directly at 518-825-0323. 

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