🦃 Happy Thanksgiving! 🦃
We will be closed on Thursday, November 28 to celebrate with friends and family. We’ll reopen normal hours on Friday, November 29.
Wishing you a warm and joyous Thanksgiving!
Investment Services
Financial planning for every member.
Investment Services are for anyone — experienced investors or those just getting started with a financial plan.
Our investment partners provide 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, we’re here to help.
What we offer
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 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.
Login to your accounts
Get quick access to either your investments portfolio or trading accounts
If you are an existing client with our service provider, you can Login to Clear 1â„¢
Wherever you may be, this complimentary service provides you with 24-hour online viewing of your investments with our partner. Allowing you to manage and view all of your accounts in one convenient location.
“This new website makes it easier for Peninsula members to become more informed about financial investments on their own time, then when they meet with their financial advisor, they will have the opportunity to take what they learned and he can personalize it to their specific needs.”
Jim Morrell , President/CEO Peninsula Credit Union
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