Wealth Management Services
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
✓ Traditional and Roth IRAs
✓ Stocks and Exchange Traded Funds (ETFs)
✓ 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
VIEW A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).
VIEW A COPY OF SECURITIES AMERICA, INC’S RELATIONSHIP SUMMARY (FORM CRS).
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.