Contact Provident Credit Union For Your Investment and Retirement Planning Needs*

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Take advantage of a wide range of investment planning services, such as...

Investment Planning Retirement Planning Personal Financial Plans Educational Planning Financial Seminars
Mutual Funds** Annuities** Stocks & Bonds** IRA, TSA Plans Pension Plans
Risk Management Estate Planning Insurance Services Life Insurance Long-Term Care Insurance

Using a combination of education, sound strategies and ongoing support, we can help you work toward your goal of financial security. When you use the services of a Provident Credit Union Financial Consultant,* you benefit in the following ways:

  • All of Provident's Financial Consultants are registered with Foothill Securities, a registered broker/dealer and member of the FINRA/SIPC
  • We will carefully discuss all investment strategies and recommendations with you, so you can take an active role in your financial decisions.
  • We will meet with you on a regular basis to review and update plans and recommendations.
  • Provident's Financial Consultants are not controlled by any financial product provider. Our first allegiance is to you, as a Provident Credit Union member.

For your convenience, Financial Consultants maintain offices in several Provident Credit Union branches.

Your First Consultation is Free

To set up your free initial consultation with a professional, experienced Financial Consultant, e-mail us or call (650) 508-7222 or (800) 656-4096.

 
* Financial Consultants are employees of Provident Credit Union, and are registered representatives of CUE Financial Group and Foothill Securities, Inc.
** Non deposit investment products are offered through Foothill Securities, Inc. are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the Credit Union.
CUE Financial Group, Inc. is a SEC Registered Investment Advisor and General Insurance Agency.  Securities are offered through Foothill Securities, Inc., Member FINRA & SIPC.  Offices of CUE and Foothill are located in certain branches of Provident Credit Union and offer products and services by agreement.  These are not products and services of Provident Credit Union; are not insured by any Federal agency and are subject to investment risks, including possible loss of principal invested.  CUE Financial Group, Inc. California Insurance license #OF 56562.
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