About Pen Air
This is a new service offered by Pen Air Federal Credit Union that offers members more investment opportunities and choices. The choices may range from IRA Rollover investments, mutual funds, annuities, to stocks and bonds. The securities offered by Pen Air Financial Services, a wholly owned subsidiary of Pen Air FCU, are through Financial Network Investment – more... Corporation, a registered broker/dealer and member SIPC. Financial Network and Pen Air FCU are not affiliated and investment products are not NCUA insured. There is no Credit Union Guarantee since these securities may lose value, and investments are not obligations of the Credit Union.
Does Pen Air Financial Services have a Certified Financial Planner?
Yes, Steve O'Reilly, CFP, is on hand to meet with members. Appointments are at no-cost or obligation. Steve's office is located at Pen Air FCU's Corporate Office at 1495 East Nine Mile Road, in Pensacola near University Parkway. His direct telephone number is (850) 471-0566.
What can a Financial Planner do?
A Financial Planner can help you in three areas of personal finance:
1. Get a higher return on your money. 2. Cut your taxes. 3. Protect your assets.
What does it cost?
The appointment is at no-cost. When you invest money, you may or may not pay a fee. Our financial planner can explain all the options.
Are investments insured by Pen Air or the NCUA?
Although the investments are not insured by Pen Air or the NCUA, there are investments with 100% guaranteed return that are often higher than Share Certificates.
Is Pen Air Financial Services like a stockbroker?
Pen Air teamed up with a company called Financial Network. They are one of the largest independent brokerage firms in the country. You get all the services of a stockbroker, plus, insurance, annuities, and mutual funds. – less – More from ZoomInfo »
