In today’s market, it’s essential to work with a Financial Advisor who can provide you insight and guidance based on an understanding of your unique situation.
The CFS* Financial Advisors at Patriot Financial Services (PFS) are committed to developing, implementing and monitoring personal financial plans for their clients. Whether it’s developing sound solutions for your retirement, generating income, or protecting your family in the event of injury or death, our 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 knowledgeable, experienced CFS Financial Advisors today.
Email Alex or call
Alex is licensed to sell securities in MD, NY, PA, SD & TX.
Email Rich or call
Rich is licensed to sell securities in CA, FL, MD, NH, NJ, NC, PA, TX, WA & WV.
WHEN E-MAILING A FINANCIAL ADVISOR, PLEASE DO NOT INCLUDE SENSITIVE INFORMATION SUCH AS ACCOUNT NUMBERS AND SOCIAL SECURITY NUMBERS.
*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.