Notice: Almaden Branch is closed today, Tuesday, May 10, 2022. We apologize for the inconvenience and appreciate your understanding.
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Notice: Due to an outage, Online Banking and Mobile Banking are currently unavailable. Thank you for your patience as we work diligently to resolve this issue.
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All County Federal offices and branches will be closed on May 30th, in observance of the Memorial Day holiday.
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Protect Your Information! Be Aware: County Federal will never call or text to ask for your online banking credentials, password, or debit card number or pin code.
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Wealth Management Services

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Investing & Retirement

Thinking about your future and retirement?

From financial planning to investments, insurance to annuities, our Financial Advisors can help you create a roadmap specific to your goals. If you seek to build a retirement portfolio with confidence, start today for your tomorrow.

Financial Products & Services

✓ Financial Planning
✓ Retirement Income Planning
✓ Mutual Funds
✓ Insurance & Annuities
✓ 401(k)s
✓ Traditional and Roth IRAs

✓ Stocks and Exchange Traded Funds (ETFs)
✓ Bonds
✓ Real Estate Investment Trusts (REITs)
✓ Unit Investment Trusts (UITs)
✓ College Savings Plans
✓ Qualified Plan Rollovers

If you wish to schedule a complimentary, no-obligation appointment to discuss retirement, college savings plans or IRAs,  contact us to reach a member of the County Federal Wealth Management team.

County Federal Wealth Management Team

Phone No.: 1-408-282-0756

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). PFG, PFG Advisors, Santa Clara County Federal Credit Union, County Federal Wealth Management, and Securities America, Inc. are separate entities.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value



Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.
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