Investment Services

With BestVest Investments, Ltd.1, you’ll receive access to personalized financial planning as well as the ability to manage funds directly through self-directed investments. Their comprehensive financial management services and products include financial planning, pension rollover, education funding, mutual funds, brokerage account, health savings accounts, and more. Whether you’re figuring out how to pay for future college expenses or planning for retirement, BestVest Investments, Ltd. can help.

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1.PFFCU is not a registered broker nor is it affiliated with BestVest. Discount Brokerage Services are executed through BestVest Investments, Ltd, clearing through 2012 RBC Correspondent Services, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. Members and clients of the Discount Brokerage Program are advised that this program offers services which permit the member to invest in investment securities which: (1) are not federally insured; (2) are not obligations of the Credit Union; (3) are not guaranteed by the Credit Union or any affiliated entity; and, (4) involve investment risks, including the possible loss of principal. Trading hours are 9:30am to 4:00pm. Funds may be withheld until W9 form is signed and submitted to BestVest. Additional forms must be filled out, signed and submitted to BestVest immediately following the opening of your account.

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