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- Retirement Planning
- Investment strategies
- Life stage financial planning
- Asset allocation and portfolio analysis
- Education financing
- Insurance and income protection
- 401(k)/TSP/403(b) rollovers
- Traditional IRAs/Roth IRAs/SEP IRAs
Your partner for a bright financial future
The Financial Advisors at Patriot Financial Services (PFS) are committed to helping you find the proper solution for your unique financial situation. From annuities and mutual funds to IRAs and savings certificates, you always have options.
Make an appointment with our experienced CFS* Financial Advisors at PFS Today.
WHEN E-MAILING A FINANCIAL ADVISOR, PLEASE DO NOT INCLUDE SENSITIVE INFORMATION SUCH AS ACCOUNT NUMBERS AND SOCIAL SECURITY NUMBERS.
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Advisors securities registered in PA and MD. More states may be added by request.
Information from Patriot Financial Services and CFS* to help keep your financial life in balance.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker/dealer (Member, FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patriot Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.