Wealth Management
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation.
Where Can We Assist You?
At PenAir Credit Union, we take a customized approach to helping you plan and grow your assets, no matter your phase of life. We listen to your needs and work with you to choose the investment tools that make sense for your short and long-term goals.
Our team can help you understand your options, talk you through decisions, and provide key insight into making smart investment and insurance choices.
Estate
Manage personal affairs while you’re alive and control the distribution of wealth upon your death.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Lifestyle
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Money
Managing your money involves more than simply making and following a budget.
Retirement
Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you want.
Free, Helpful Tools At Your Fingertips
Glossary
Explore more than 200 entries that explain various financial concepts, ideas, and strategies.
Tax Resources
Access the resources you may need to prepare for the upcoming tax season.
Calculators
Browse our collection of calculators if you have a question or concern about your personal finances.
How Much Do You Know About Investing?
Challenge yourself with our brief quiz.
Your future begins with a plan built around your dreams.
Questions?
Disclosures
Securities and Insurance Products are provided by Cetera Investment Services LLC, Member SIPC/FINRA. Advisory services are provided by Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. View Cetera Investment Services Privacy Policy and other important information.
Investment products are:
| Not NCUSIF Insured | No Financial Institution Guarantee | May Lose Value | |||
| Not a Deposit | Not Insured by any Federal Government Agency | ||||
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.