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PHONE: 215-934-3500 or 800-832-PFCU

ABA Routing # 236084298

Retirement Planning

Long gone are the days of employer pensions or Social Security payments that would underwrite your retirement. Today, you are responsible for your retirement financial security.

The good news: It is never too late to start saving for retirement. Nor is it ever too early. PFCU Investment Services consultants can provide personalized analysis and guidance to help you address your retirement goals. We'll put your plan to the test, maximize tax-advantaged savings and investments and make sure you're making all the right moves.

PFCU Investment Services offers you access to a full range of financial products and services

  • Retirement Planning
  • Pension Payout Options
  • IRAs and IRA Rollovers
  • Personalized Retirement Planners
  • Mutual Funds
  • Accumulated DROP Account Balances
  • 401(k) Plans
  • Long-Term-Care Insurance
  • 403(b) Plans
  • 457 Deferred Compensation Plan Distributions

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.