Retirement Services

One of the areas of saving that often causes individuals the most stress is retirement.

Planning and saving for your future requires attention and patience, and often the assistance of someone you can really trust. The confidence you have with Patriot Federal Credit Union extends to Patriot Financial Services, through our broker dealer CUSO Financial Services, LP*.

The financial advisors at Patriot Financial Services, located at the credit union, are ready to help you achieve your retirement goals and answer your questions:

  • Will I have enough to retire?
  • What do I need to do today to prepare?
  • Can I live the retirement I have always dreamed of?

Our financial advisors can help you develop a retirement plan aligned with your goals. They are experienced and ready to assist you with:

  • Distribution planning
  • Retirement plan rollovers
  • Savings and investment strategies

Looking forward to the day when you’ll be spending time the way you want, not sitting in traffic on the way to work? No matter how many years there are between today and retirement, it’s never too soon to start planning.

We can help you prepare for the retirement YOU want.

Contact a CFS* Financial Advisor at Patriot Financial Services today.

*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. CFS does not provide tax or legal advice. For such guidance, please consult your tax and/or legal adviser.