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Investment Services

Through our alliance with PBI Financial Group we are able to provide a diverse array of products and services to our members. PBI offers comprehensive financial planning, brokerage, college planning and investment advisory services.

PBI products include:

Brokerage

  • Stocks
  • Bonds
  • Mutual Funds
  • Variable and Fixed Annuities

College Planning

  • 529 Plans
  • Education IRA

Investment Advisory Services

  • Wealth Management
  • Financial Planning

PBI Financial Group will also work closely with members in assisting them to preserve and grow their wealth by utilizing various individual insurance strategies.


These strategies include:

  • Life Insurance Planning
  • Disability Planning
  • Long Term Care Strategies

PB has in depth knowledge of, and access to all the premier insurance products for individual, estate, and business planning solutions.


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Important Notice

Investment products:

  • Are not insured by NCUA or any other government agency;
  • Are not deposits or obligations of the credit union;
  • Are not guaranteed by the credit union; and,
  • May lose value

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC.  Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. PBI Financial Group is Independent of Concourse Financial Group Securities Inc.

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