Investment Services

Our vision at First Commonwealth Federal Credit Union is to provide our members with superior financial solutions, comprehensive products and an unparalleled service experience.
 
The partnership you have with First Commonwealth extends to First Commonwealth Investment Services, through our broker dealer CUSO Financial Services, LP.
 
Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just getting second opinion, we’re here to help.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers**
  • Tax Efficient Investments
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance1
  • Annuities2
  • Estate Planning

Whether it’s developing sound solutions for your retirement, generating income or protecting your assets through insurance, financial advisors are here to help.

 Request an Appointment

BrokerCheck by FINRA

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS and its representatives do not offer tax advice. For such advice, please contact a tax professional.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

1Insurance products and services are offered through CUSO Financial Services, Inc. (“CFS”). 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. First Commonwealth FCU has contracted with CFS to make certain insurance products and services available to credit union members.

2Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. Your licensed Financial Professional can provide you costs and complete details.