Invest in your future
Whether you’re planning for retirement, starting a family or developing a financial plan, we all could use a little help to start down the right path. PFCU has partnered with CUNA Brokerage Services, Inc. to bring you Prime Financial Services, a financial, investment and insurance planning program.
Financial advisor Brennan Scheel is here to help you with:
- Retirement Planning
- Developing Financial Plans
- Investment Management
- 401K Rollover
- Estate Conservation
- Life Insurance
- Long Term Care/Disability Insurance
- And More!
For more information or to schedule an appointment with Brennan, complete a contact form or call 414.486.4500.
Check the background of this investment professional on FINRA’s BrokerCheck.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union.CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.