Welcome to Financial Planning for All
When it’s time to make critical financial decisions about your future, you need sound, objective advice from someone who knows you well.
The credit union, in partnership with the People’s Alliance Investment and Retirement Center serves our member’s six core financial need:
Cash, Credit, Income, Growth, Protection and Legacy
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Daniel Campanelli, CFS, CRPC, CFP. |
Daniel Campanelli, CFS, CRPC, CFP has been serving PAFCU members since 1998 using a four-step financial planning process. Customize solutions are based on individual needs, goals and objectives. This service is always available to members and their families without any cost or obligationFor more information please contact Dan at 631.434.3500 x 214 or daniel.campanelli@lpl.com |
Virtual Seminars
Please follow our Facebook page at https://www.facebook.com/PeoplesAllianceFCU/ to get the latest updates on future seminars dates.
Rollover Planning
December 7th, 2023 06:00 PM
via Zoom
WhatLearn Medicare basics & the differences between Parts A, B, C and D, tips for choosing your coverage and enrolling in Medicare and how to consider health care costs when planning your retirement income.
Rethinking Diversification
December 19th, 2023 06:00 PM
via Zoom
Learn about portfolio diversification, investment landscape changes, how you can achieve you goal with the least amount of risk and how new annuity options help you rethink diversification.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPIC). Insurance products are offered through LPL or its licensed affiliates. People’s Alliance Investment and Retirement Center and People’s Alliance Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using People’s Alliance Investment and Retirement center and may also be employees of People’s Alliance Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, People’s Alliance Federal Credit Union or People’s Alliance Investment and Retirement center. Securities and insurance offered through LPL or its affiliates are:
| Not insured by the NCUA | Not Credit Union guaranteed | Not Credit Union obligations | May lose value |
