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.

Yes, the following will be considered for consumer accounts:

Must have a valid email address (can NOT be blank)
Must have a valid physical address.
Can not be over the Overdraft Protection limit.
Must have a share balance greater than or equal to $5 in primary share savings.
Must be eligible for Courtesy Pay.
Can not have a Courtesy Pay loan.
Any return deposited items within the last 90 days will require a review.
No collection status on loan or account (PAFCU charge off’s, past due/delinquent accounts).
Account type can not e be rep payee or estate.

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