Plan for your future with Geno Maino, our Financial Advisor*.
Work together with Geno, our Financial Advisor, to create a customized plan focused on your key financial goals. These goals often include:
- Wealth accumulation during your working years
- Security and independence in your retirement
- The transfer of assets in the most advantageous manner
It's easy to get started. You can contact Geno at the link below for a no-cost, no-obligation initial consultation!
NOTE: If you are looking for more general financial advice, like raising your credit score or day-to-day budgeting, PFCU has Certified Financial Counselors on staff. You can click here to find out more about our Financial Counselors.
Geno P. Maino, Financial Advisor
*The financial professionals at Peninsula Investment and Retirement Services are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peninsula Federal Credit Union and Peninsula Investment and Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peninsula Investment and Retirement Services, and may also be employees of Peninsula Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peninsula Federal Credit Union or Peninsula Investment and Retirement Services. Securities and insurance offered through LPL or its affiliates are:
Not Credit Union
Not Credit Union
Deposits or Obligations
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
©Copyright 2023, CUNA Mutual Group. All Rights Reserved.