Investment Services

Investment Services

As a member of Palisades Federal Credit Union
you have access to our Financial Advisor for FREE

Ray Sammak will be in our branches on the upcoming dates:

Wednesday, June 9th -Pfizer Branch (available to Pfizer employees only)
Wednesday, June 23rd-Pfizer Branch (available to Pfizer employees only)
Wednesday, June 30th- New City Branch

Call Ray Sammak directly to make your appointment today!
732-530-8100 x3406 or
call PFCU for more info 845-602-4242

The purpose of the MEMBERS Financial Services Center located at the Palisades Federal Credit Union is to help you reach your financial goals. It's here to help you make sound financial decisions consistent with your risk tolerance, investment time-lines and goals.
The Representative located at the MEMBERS Financial Services Center located at PFCU can help you with the following:

Plan your investments
Retire more comfortably
Protect your assets and your financial future
Fund your children's education

Consultations are offered at no cost or obligation

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risks, may lose value and are not obigations of or guarateed by the financial institution. CBSI is under contract with the financial institution, through the financial services program to make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.

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*Representative are registered, securities are sold, and investment advisory services offered through CUNA Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risks, may lose value and are not obligations of or guarateed by the financial institution. CBSI is under contract with the financial institution, through the financial services program to make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.