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
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
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