Financial Planning & Investment

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.

Investing With Assistance

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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Self-Service Investing

Interested in setting up your own personal trading portfolio?

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*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.

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.

CUSO Financial Services, L.P.