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
Investment Advisory Services
- Wealth Management
- Financial Planning
Insurance
- Life Insurance Planning
- Disability Planning
- Long Term Care Strategies
Schedule a meeting with PBI to get started
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