Invest in your future
Whether you’re planning for retirement, starting a family or developing a financial plan, we all could use a little help to start down the right path. PFCU has partnered with CUNA Brokerage Services, Inc. to bring you Prime Financial Services, a financial, investment and insurance planning program.
Financial advisor Brennan Scheel is here to help you with:
- Retirement Planning
- Developing Financial Plans
- Investment Management
- 401K Rollover
- Estate Conservation
- Life Insurance
- Long Term Care/Disability Insurance
- And More!
For more information or to schedule an appointment with Brennan, complete a contact form or call 414.486.4500.
Attend a FREE Seminar!
Check the background of this investment professional on FINRA’s BrokerCheck.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union.CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.