Investment Planning



Take advantage of a wide range of investment and insurance services

Investment Options

Planning Investment & Retirement Planning Personal and Estate Financial Plans Educational Planning Financial Seminars
Investment Types Mutual Funds Stocks & Bonds IRA Investments TSA & Pension Plans
Insurance Insurance Services Life Insurance Long Term Care Insurance Annuities

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 Financial Consultant located at a Provident Credit Union, you benefit in the following ways:

  • All of the Financial Consultants located at Provident Credit Union are registered with Securities America Inc., a registered broker/dealer and member of FINRA/SIPC.021 Finra Broker Check Link
  • 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.
  • Financial Consultants located at Provident Credit Union 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.

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Disclosures

  • 021) Financial Consultants are employees of Provident Credit Union and registered representatives of Securities America, Inc.

    Registered Representatives offer securities through Securities America, Inc. (Matthew Agius, Scott Pederson, Chad Franklin, John Dayao, Sneh Jolly) member FINRA, SIPC. Advisory services offered through Securities America Advisors, Inc. (Matthew Agius, Scott Pederson, Chad Franklin, John Dayao, Sneh Jolly). Provident Credit Union and the Securities America companies are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

    Not NCUA Insured — No Credit Union Guarantees — May Lose Value

    Offices of Securities America 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.
  • 023) These seminars provided by Securities America. Registered Representatives offer securities through Securities America, Inc., member FINRA  &  SIPC. Advisory services offered through Securities America Advisors, Inc. Provident Credit Union and the Securities America companies are separate entities. Trading instructions sent via email may not be honored. Please contact us at (800) 656-4096 or Securities America at (800) 747-6111. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. 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.

    Not NCUA Insured — No Credit Union Guarantees — May Lose Value

    Offices of Securities America 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.