It’s always the right time to start financial planning, whether you have a few extra dollars to invest or a nest egg to grow.

Financial Planning With PSECU Financial Services (PFS)

Available through CUSO Financial Services, L.P.*, PFS works with members of our credit union to handle their financial planning needs.

PFS’s staff of financial professionals can help with a variety of planning services, including:
  • Financial planning
  • Retirement income planning
  • Investing
  • Life insurance
  • College education planning
  • Long-term care planning
  • Estate planning

Learn more about how PFS can help you invest in the future you want.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. PSECU has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services to persons outside the United States.