Welcome to Financial Planning for All
When it’s time to make critical financial decisions about your future, you need sound, objective advice from someone who knows you well.
The credit union, in partnership with the People’s Alliance Investment and Retirement Center serves our member’s six core financial need:
Cash, Credit, Income, Growth, Protection and Legacy
Daniel Campanelli, CFS, CRPC, CFP.
Daniel Campanelli, CFS, CRPC, CFP has been serving PAFCU members since 1998 using a four-step financial planning process. Customize solutions are based on individual needs, goals and objectives.
This service is always available to members and their families without any cost or obligation
For more information please contact Dan at 631.434.3500 x 214 or email@example.com
Road to Retirement
June 21st, 6:00 PM EST
Learn what sources of income you should draw upon and to invest in, how to get the most from your pension and Social Security in addition to meeting your health care needs.
June 28th, 6:00 PM EST
Learn about portfolio diversification, investment landscape changes, how you can achieve you goal with the least amount of risk and how new annuity options help you rethink diversification.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), members of FINRA and 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 risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. The CFP certification marks are not affiliated with CUNA Brokerage Service, Inc.