Investment Services
Power Financial Credit Union provides financial services at Power
Investment Services through CFS*. Whether you prefer the guidance of a professional consultant
or you enjoy making your own investment decisions, this dynamic service
is for you!
Complimentary Investment Services, through CFS*, include:
- FPL Benefit Options
- 401(k) Plan and Asset Allocation Review
- Investment Portfolio Review
- Retirement Planning
- IRA Strategies
Power Investment Services, through CFS*, provides a full range of financial products including:
- Retirement Plans
- Mutual Funds
- Fixed and Variable Annuities
- Full Service Brokerage
- IRAs
- College 529 Savings Plans
- Life Insurance: Long Term Care Insurance
- Wealth Transfer Techniques
- Consolidated Monthly Investment Statements
- Online Brokerage Accounts
Call today for your complimentary financial check-up!
- Phone: 954.538.4424
- Toll Free: 800.548.5465, extension 4424
- Fax: 954.538.4409
For more information on how to keep your financial life in balance, read this month's
Wealth News newsletter
.
*Investment Products and Services offered
through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF
insured, not credit union guaranteed, and may lose value. Financial
Advisors are employed by Power Financial Credit Union and registered
through CFS. Power Financial Credit Union is in partnership with CFS.
Member FINRA/SIPC.
** eVISIONŽ is a registered trademark of CFS.
Extreme market volatility and trade volume may affect system access and
execution. Complete pricing schedule available online.
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