Investments

Let us help you reach your goals!

Whether planning for a comfortable retirement or seeking sound investment advice, Patriot Financial Services, through CUSO Financial Services, L.P. (CFS)*, is YOUR financial planning and investment resource. Schedule a no-obligation, no-cost appointment with one of our knowledgeable and experienced CFS financial advisors.

They’ll evaluate your situation and provide assistance as you stay on track to meet your goals. It’s never too late to begin investing, so contact a financial advisor today and receive a personalized road map for achieving your financial goals.

Services include:

  • Life stage financial planning
  • Retirement Planning
  • IRA, 401(k), 403(b), and TSP Rollovers
  • Tax Efficient Investments*
  • Retirement Income Strategies
  • Traditional IRAs/Roth IRAs/SEP IRAs
  • Asset allocation and portfolio analysis
  • Education financing
  • Insurance and income protection

Make an appointment with a knowledgeable, experienced financial advisor at Patriot Financial Services today!

For Upcoming Workshop(s) hosted by CFS* click here.

*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.