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Retirement Services

Pacific Crest Federal Credit Union is committed to the financial success of our members and their families. To help you achieve financial success the Credit Union has formed a partnership with CUSO Financial Services, L.P. (*CFS), which is a full-service broker dealer and SEC Registered Investment Advisor.

We provide professional assistance with retirement planning, wealth preservation, and investment strategies with a financial planning professional through CFS. Our advisor will offer objective advice and help you develop strategies to manage your investments today and to transfer wealth in the future. You will get to know our advisor personally, as our advisor is based here locally at our Main Branch on Washburn Way in Klamath Falls.

Whether you are just beginning your financial planning, have a large amount to invest, or are somewhere in between, the guidance of our experienced CFS partner can assist you in achieving your financial success.

Life events can be navigated easier with the aid of an experienced partner. We can help you through those unique times in life that benefit from a little knowledgeable guidance.

Are you approaching retirement?

Our experienced financial professional will help you to carefully evaluate your current portfolio considering market changes to establish a sensible plan. Our CFS Investment Advisor at Pacific Crest will work with you to provide the guidance and assistance you need.

Are you facing a career change?

There are things to consider in making choices of what to do with your savings from your previous retirement plan, which can greatly affect your future retirement. Our CFS Investment Advisor at Pacific Crest will help you understand your options.

Have you recently received an inheritance or other windfall?

Our CFS Investment Advisor at Pacific Crest can help you in considering financial issues to avoid mistakes that could greatly reduce your new wealth. We are here to provide qualified financial guidance.

To schedule a complimentary consultation, please contact our representative at 541-884-1376

*Available through CUSO Financial Services, L.P. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Pacific Crest Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.