Financial Planning
There are a lot of unknowns in life. But they don't have to haunt you. Plan and invest for whatever lies ahead.
Whether you are looking to invest, retire, plan the distribution of your estate, protect your family's financial future plan for long term care - you have choices! Solve the financial problems you are facing with a plan or program tailored to your specific needs and dreams.
Types of Investing:
- Investing With Assistance
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PSECU Financial Services® (PFS) was established to serve the financial planning needs of PSECU members. They are staffed by a team of competent, qualified financial professionals registered with CUSO Financial Services, L.P.
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Investment industry and credit union regulations prohibit PSECU from offering certain investment services to our membership. To provide our members with investment services, PSECU works with a third party. Securities are offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, (Member FINRA/SIPC). Registered Representatives are independent representatives registered through CFS. The products offered are not NCUA/NCUSIF or otherwise insured; are not obligations of the credit union; are not guaranteed by the credit union; and involve investment risks, including possible loss of principal.
- Self-Service Investing
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Interested in setting up your own personal trading portfolio? All you need to do to get started is the following:
- Sign-up for psecu@home®
- Once you log into psecu@home, click the 'Move Money' button at the top of the screen.
- Within 'Move Money', select 'Internet Investments' from the menu on the left.
Investments offered by CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured or credit union guaranteed and may lose value. Products and services mentioned or described on this World Wide Web site may not be available in all states and are not intended to constitute an offer or solicitation for the sale of securities or brokerage services to credit union members or credit union representatives in any state in which the product is not registered.