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Investment Services

Through our alliance with PBI Financial Group we are able to provide a diverse array of products and services to our members. PBI offers comprehensive financial planning, brokerage, college planning and investment advisory services. These services are offered through Bacon Financial Group.

Bacon Financial Group products include:

Brokerage

  • Stocks
  • Bonds
  • Mutual Funds
  • Variable and Fixed Annuities

College Planning

  • 529 Plans
  • Education IRA

Investment Advisory Services

  • Wealth Management
  • Financial Planning

Insurance

  • Life Insurance Planning
  • Disability Planning
  • Long Term Care Strategies

Schedule a meeting with Bacon Financial Group to get started

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Important Notice

Investment products:

  • Are not insured by NCUA or any other government agency;
  • Are not deposits or obligations of the credit union;
  • Are not guaranteed by the credit union; and,
  • May lose value

Securities offered through Cetera Advisor Networks LLC, a Broker-Dealer, member FINRA/SIPC. Advisory services offered through Cetera  Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other entity.

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