Retirement & Investment Services
We're committed to helping Pacific Crest members and their families achieve their financial goals. That's why we've formed a partnership with CUSO Financial Services, L.P. (CFS), a full-service broker dealer and SEC Registered Investment Advisor.
Through CFS, we have a financial planning professional who offers objective advice and professional assistance with retirement planning, wealth preservation, and investment strategies. Our advisor is based right here, which means he will get to know you personally. He will help you develop strategies to manage your investments today and transfer wealth to the next generation in the future.
Whether you are just starting out, have a large amount to invest, or anywhere in between, the guidance of an experienced partner can help you achieve your financial goals.
Navigate life events with an experienced partner
At certain times in your life, you may need a little extra guidance. We're here to help:
Approaching Retirement
If you are approaching retirement, you should work with an experienced financial professional to carefully evaluate your existing portfolio and consider how market changes may effect your plans. Work with a retirement planning specialist at Pacific Crest to get the guidance and support you need.
Changing Jobs
If you had a retirement plan with your former employee, there are may factors to consider before making a choice about what to do with your savings. The decisions you make now can greatly affect your future retirement savings. Talk with a financial advisor at Pacific Crest to learn more about the options available to you.
New Wealth
Whether you've received an inheritance or other financial windfall, there are many financial issues to consider. You'll want to get guidance from qualified financial and legal advisors to avoid possible mistakes that can greatly reduce your new assets.
