Who We Are
We serve the financial planning needs of our members.
At PSECU Financial Services, we're problem solvers! We're staffed by your friends -- a team of competent, qualified financial professionals registered with CUSO Financial Services, L.P., our broker dealer. We'll work with you to design a plan or program tailored to your specific needs and desires.
What We Do
The CFS Registered Representatives at PSECU Financial Services are here to serve you and all of your financial service needs. Whether you're looking to invest, planning to retire, deciding who will get your "stuff" when you're gone (estate planning), or seeking to protect your family's financial future if you die prematurely or need nursing home care (life and long-term insurance), we're here to help you!
Why PFS?
GREAT THINGS ARE HAPPENING AT PSECU FINANCIAL SERVICES!
I encourage you to give us a call and check us out!
We're excited by what's going on and think you will be, too.
We totally re-designed our Web site to make it more informative and useful to you, our clients. The makeover will take some time and we're planning to add more features so keep checking back. Our goal is to make the Web site into a more interactive tool that enables us to serve you and your needs better.
You're part of our financial family, and that's exactly how we'll treat you - just like family! We're here to help you so drop us an e-mail, give us a call, or stop in. Either way, let's talk!
Philosophy
At PSECU Financial Services, we know how life, at times, can throw you a few financial curves. We'll help you to evaluate your specific situation and help you to develop some financial options and alternatives.
At PSECU Financial Services, serving you is our highest priority, and your interests, not ours, always comes first. Our representatives are registered through CFS and are knowledgeable and committed to doing what is right for you and your unique situation.
* 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.