A firm sense of social purpose drives everything we do at SwissFB, and our goal is to work toward a future in which everyone is in control of their own financial destiny. Financial wellness is a cornerstone of the culture within SwissFB’s community connected and annually, we offer over 200 financial literacy classes, seminars, events and on-demand educational materials to help demystify credit, instill the importance of savings and ensure that financial services are understood and accessible.
Providing our members with knowledge and necessary tools is vital in helping them to achieve financial independence and peace of mind.
Events & Seminars
SwissFB has the resources you need to help you with your financial journey. View details on upcoming events and seminars.Register today
Our Financial Wellness Partner, Enrich, offers personalized online tools and modules to learn about money management, personal credit, insurance, retirement and more! Sign up to unlock mini courses to learn how to achieve your financial goals.Start learning
Consult with a financial coach to get immediate financial guidance or browse through interactive courses, webinars and money-saving tools at any time.Sign up to start now
SwissFB offers free credit counseling services through Navicore Solutions and Consumer Credit Counseling Services of SF (Balance). Find out more about these organizations.Learn more
SwissFB Investment Services
It’s important to be well informed to make the right financial decisions. Whether you’re thinking about your children’s college education or what to do with your IRA rollover, we can help.Explore our educational resources
Looking to brush up on finances, but don’t have the time to join one of our scheduled events? Don’t worry – SwissFB has you covered! You can access our broad library of on demand webinars, all delivered by industry experts. This complimentary resource is available through our partners at the New Jersey Coalition for Financial Education (NJCFE).View webinars