Investment Services

Take Advantage of a Wide Range of Investment Services and Options

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:

• 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.
• 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

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

Financial Consultants
 

Consultations are Free

Make an appointment with an experienced Financial Consultant online. 

Schedule Appointment
 

Financial Seminars

Provident Credit Union offers a wide range of investment, retirement and estate planning seminars and webinars. Register for one of our upcoming events or watch a pre-recorded webinar.

Seminars and Events