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

Mortgage Lending

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.

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

Mortgage Lending

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

< Return to Help

Member Notification – Change in Courtesy Pay Program (Effective 3.21.23)

Effective March 21, 2023, PenAir® Credit Union will provide enrolled members a new, static
limit of up to $750 and capping our “Non-Sufficient Fees” and “Courtesy Pay” fees to four per
day, per account. Business accounts will also receive the static limit, with no fee cap.

Courtesy Pay is a discretionary service, separate from the overdraft protection that comes with
your account, covering overdrafts for checking accounts and withdrawals. The new limit will not
fluctuate and is in accordance with industry standards.

We offer a variety of options that might better meet your financial needs. To learn more about
these options, please visit your nearest branch or contact our Member Service Center at
850.505.3200, should a higher limit be requested. PenAir also offers Certified Financial
Counseling, free of charge, providing personalized, confidential, one-on-one coaching
surrounding your financial situation.

If you have any questions, we are here to assist you. Simply schedule an appointment online, stop by your nearest branch or call our Member Service Center at 850-505-3200.