INVESTMENT SERVICES

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Start Building Your Future With BestVest

BestVest Investments

Start Building Your Future With BestVest

Smart investing doesn’t have to be complicated investing. With BestVest Investments, Ltd.,¹ you’ll receive access to personalized financial planning. The independent advisors at BestVest can assist you with:

IRAs and 401(k)s
Stocks, bonds, and mutual funds
Annuities and other retirement income solutions
Life, accident, disability, and long-term care insurance
College planning
Estate planning
And more

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Disclosures

PFFCU is not a registered broker nor is it affiliated with BestVest. Discount Brokerage Services are executed through BestVest Investments, Ltd, clearing through 2012 RBC Correspondent Services, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. Members and clients of the Discount Brokerage Program are advised that this program offers services which permit the member to invest in investment securities which: (1) are not federally insured; (2) are not obligations of the Credit Union; (3) are not guaranteed by the Credit Union or any affiliated entity; and (4) involve investment risks, including the possible loss of principal. Trading hours are 9:30 a.m. to 4:00 p.m. Funds may be withheld until W-9 form is signed and submitted to BestVest. Additional forms must be filled out, signed, and submitted to BestVest immediately following the opening of your account.