We listen to your story to understand your needs
What we do: Trust matters when it comes to your finances.
Our goal is to help you make smart decisions with your money so you can focus on what you love.
How we do it: We help members of Park Community Credit Union manage risk by helping you plan for today and for the future.
Our first objective is to get to know you by listening to your story.
We want to know:
After we learn about your unique situation, we help you develop a plan to work toward your goals and dreams.
If you are just starting out and have $5,000 to invest, our low cost fiduciary digital advice platform may be just right for your needs.
If you have several old retirement accounts that have not been looked at in a while, our classic fiduciary investment management program may be a good fit for you.
If you are nearing retirement, or need detailed financial planning, our comprehensive financial planning and investment management program may meet your need for a more detailed plan.