Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

Wealth Management

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

Financial Counseling

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

Keep your business moving.

When it’s time to take the show on the road, you need the right fleet to go with you.

Meet your larger business goals with affordable financing on a new or used vehicle.

When you partner with a credit union, you get the flexibility and convenience of finding a loan term that fits your circumstances.

With expansion comes great opportunity. Financing a business vehicle could help grow your team and increase your cash flow.

We’re ready to help you reach your business goals and we’d like to save you time and money along the way.

We’ll help you streamline the payroll process for you and your growing team.

Let’s get started.

Get Started Now

Email the Business Solutions team at businesssolutions@penair.org

Or call us at 850.505.3200 Ext. 7380

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