Financial planning & investments

At Picatinny Federal Credit Union, our mission is to help members tackle life’s major financial milestones with confidence. We are your full-service financial partner, here to help you navigate your financial needs through all stages of life. Whether you’re planning for retirement, caring for aging parents, or raising a growing family, we’ll help you on your journey — wherever you are and wherever you’re going.

Build your future.

Lifelong Investments financial planning package offered to all Picatinny Federal Credit Union members.

Learn more about the Lifelong Investments financial planning package offered to all Picatinny Federal Credit Union members and schedule a complimentary call to discuss your financial planning and investment journey.

PFCU has collaborated with Lifelong Investments to provide financial planning services through Cetera Investment Advisers LLC including:

Financial Planning:

A personalized financial plan can help you grow, protect, and distribute your wealth.

Investment Management:

A customized investment strategy — unique to your specific needs — allows you to create wealth, protect assets, and plan for future generations.

Resources

Check out these topics to help you plan and protect your future.

Other

Send and receive money with Zelle®

Financial Education

Many of our members ask, what are spending habits, and why do they matter so much? Simply put, spending habits

Financial Education

If you’re exploring different ways to finance your wedding, personal loans may be an option worth considering. Here’s a closer

Financial Education

Because credit unions are relationship‑driven, they may take a more holistic view of your financial situation rather than relying solely

Real Estate

Flat fee mortgages offer predictable costs, often cheaper for larger loans, they’re more transparent pricing, and overall, they’re easier to

Financial Education

Teaching children how to form smart financial habits at an early age is vital for their future financial success. Children

Financial planning disclosures:

Securities offered through Cetera Advisors LLC, a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity. 155 PASSAIC AVENUE SUITE 310, FAIRFIELD, NJ 07004 973-317-2831

Investments are: Not NCUA insured, not a deposit, not Picatinny Federal Credit Union guaranteed, not insured by any government agency, may lose value.

This page is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at ceteraadvisors.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Important Disclosures  | Business Continuity Plan

Check the background of this firm on FINRA’s BrokerCheck