Penn State Federal Credit Union



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Wealth Management

We are proud to announce that we have partnered with a global wealth management firm to provide our membership with financial planning services. There are two local Certified Financial Planners™ who can help with:

  • College Planning
  • Estate Planning
  • Income Tax Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Planning

They are available to sit down with you to review any of your financial planning needs. There are no costs or obligations if you decide to meet with them for a consultation. If you would like to speak with them, please call us at 814-933-1676 or email us at and we can put you in touch with them.

These funds are not federally insured by the National Credit Union Administration. They are not obligations of Penn State Federal. They are not guaranteed by Penn State Federal and they involve investment risks, including the possible loss of principal.