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Financial Planning

Live for today, save for tomorrow.

You can have it all. With a little planning and some help from PFCU Investment Services, you can strike a balance between enjoying today and preparing for tomorrow. The first step is partnering with PFCU Investment Services to plot a course to work toward your financial goals. Let us help you plan your retirement, enjoy your retirement, look for tax savings or plan a child's education with the following tools:

  • Retirement Planning 
  • Mutual Funds
  • College Planning (529 Plans)  
  • Tax-deferred Annuities
  • Financial Analysis 
  • Long-Term Care Insurance
  • Asset Allocation 
  • IRA-Rollover
  • Stocks/Bonds 
  • Educational Seminars

Start today!

Just contact one of our investment consultants listed below to schedule a complimentary consultation, or complete our information request form and start planning today!

Diane Dix 215-735-8901
John Gillis 215-934-4072

Please note that amount of money contained in your investment accounts are considered non-deposit products and therefore, are not NCUA insured, not credit union guaranteed, may lose value, are not guaranteed by any government agency. Since they are not a deposit of the Philadelphia Federal Credit Union, investment accounts do not qualify for Excess Share Insurance (ESI).

Securities, Financial Planning and Insurance products are offered through LPL Financial, and its affiliates, Member FINRA, SIPC. LPL Financial and Philadelphia Federal Credit Union are independent entities.

FREE Investment Consultation

At PFCU, money is personal.

Call us or request more information online and we'll contact you.