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PHONE: 215-934-3500 or 800-832-PFCU

ABA Routing # 236084298

financial planning

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 to schedule a complimentary consultation by completing our information request form and start planning today!

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.

National Association of Federal Credit Unions 
PFCU is a proud member of the National Association of Federal Credit Unions
National Credit Union Administration 
Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.
Excess Share Insurance Corporation 
Additional insurance of up to $250,000 on your savings accounts is provided by Excess Share Insurance Corporation, a licensed insurance company.
Equal Housing Lender 
We do Business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.

We provide links to external websites for your convenience. Philadelphia Federal Credit Union does not endorse and is not responsible for their content, links, privacy or securities policies.

Please note that the 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.