Financial Planning & Investments
PFCU has partnered with Lifelong Investments to provide our members with the opportunity to utilize financial planning services.
Our goal is to help you navigate the big financial moments differently by bringing you along for the ride. We can see where you haven’t been yet – and we know how to plan for that. Whether it’s retirement, aging parents or growing children, we’ve got you.
Building Your Financial Future with the Service You Deserve
At Picatinny, caring about our family of members by offering financial solutions to help you achieve your goals and realize your dreams is mission critical. That’s why we’ve partnered with Lifelong Investments, an independent, full-service financial advisory firm, to provide investment options to our members.
Whether you’re just starting out or a seasoned investor, Picatinny’s goal is to provide you with a trusted advisor to help guide you on your journey. Lifelong Investments can provide PFCU members with a personal financial plan.
The Picatinny Package
Lifelong Investments is offering the Picatinny Package – a unique experience exclusively for PFCU members.
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.
Investments are: Not NCUA insured, not a deposit, not Picatinny Federal Credit Union guaranteed, not insured by any government agency, may lose value.