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Investment Services

Financial planning for every member. Investment Services are for anyone — experienced investors or those just getting started with a financial plan.

Introducing Fern Leaf Financial, located at Peninsula Credit Union

Peninsula Credit Union’s Vision is “To be recognized as being about more than just money.” Meeting your investment needs is one way we look to enhance your financial well-being over the longer term.

Fern Leaf Financial, located at at Peninsula Credit Union, provides a full range of investment products and services. We can work with you to help improve your financial health throughout all of life’s stages.

Whether you want to develop sound solutions for your retirement, generate income, or protect your assets through insurance, FLF is here to help.

Happy credit union members

What we offer through Fern Leaf Financial

  • IRAs, Mutual Funds, Stocks, Bonds, Annuities, and brokerage accounts
  • Rollover options for your 401(k), 403(b), 457, or Thrift Savings Plan (TSP)
  • Insurance – Life, long-term care, and disability income insurance
  • Estate Planning
  • College savings plans
  • Asset management and tax-efficient investments

 

A Fern Leaf Financial advisor can help with your long-term dreams, whether it’s retiring on your terms or saving for a life goal, like sending a child to college, taking the trip of a lifetime, or leaving a legacy for your family.

Disclosures

Securities and insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Cetera Investment Services, LLC, 400 First Street South, Suite 300, St. Cloud, MN 56301.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

This site is published for residents of the United States only. Financial Professionals of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

Important Information and Form CRS | Business Continuity

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