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Financial Planning

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
Legacy

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 obligation.

For more information please contact Dan at 631.434.3500 x 214 or daniel.campanelli@lpl.com.

Virtual Seminars

Start finding answers at our Social Security and Retirement seminars at no cost or obligation to you. Travis Stanley from TruStage™ Annuities our credit union partner, will walk you through specifics about all your retirement questions.

Workshops are FREE to all Credit Union Members but space is limited.

Please follow our Facebook page at https://www.facebook.com/PeoplesAllianceFCU/ to get the latest updates on future seminars dates.