Update:

In accordance with Executive Order 146,  beginning Monday,  June 29th anyone that enters our branches will be required to wear a mask. Disposable masks will be provided for anyone that does not have their own. In order to help prevent the spread of COVID-19,  our branch lobbies are currently limited to appointments only.  For more information about our response to COVID-19 or to schedule an appointment,  click here. 

 

 

Control your investments with service and convenience.

Financial planning isn’t just for long-term goals like retirement. It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. Take advantage of the professionalism of our CFS* financial advisors, available by appointment to meet and discuss your goals. Contact one of our CFS* financial advisors today to set up a no-cost, no-obligation consultation.


MEET YOUR INVESTMENT ADVISORS

Michael Westbrook, RICP®

Financial Advisor

CUSO Financial Services, L.P.

MWestbrook@pacu.com

Fitz McMurry

Financial Advisor

CUSO Financial Services, L.P.

FMcMurry@pacu.com

Michelle Kimmer

Financial Assistant

CUSO Financial Services, L.P.

Mkimmer@pacu.com

Our Services

Education Planning
  • No matter your child’s age, it’s never too early to start planning for college. With our experience and guidance, we will help create the right plan to try to maximize your savings.
Financial Planning
  • Investing isn’t just about money – it’s about your future. Let us help you create the future you want for yourself and your family. Whether you’re an experienced investor or new to investing, we’re here to help you every step of the way.
Retirement Planning
  • Just like anything in life, everything is easier when it’s in one place – and your retirement accounts should be no different. Our CFS* advisors will help to streamline your investments and seek out new opportunities for your journey through retirement.
Investment Services for Business
  • The confidence in the relationship you have with your personal accounts now extends to your business. Let us help you set goals and plan for the future of your business. If you are looking for business services, insurance, or investment advice, CFS* is here to help.
Insurance
  • Your life is impossible to replace. Life insurance can help provide you with confidence and help provide your family with financial stability and security when it matters most.

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

    CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Piedmont Advantage Credit Union in North Carolina offers valuable banking solutions including checking accountssavings accountsmortgagesauto loansCDsIRAs and more. Bank online, with our mobile app, or visit one of our conveniently located branches in Winston-SalemEdenMooresvilleCharlotteGreensboroWilmington, Kenansville and Fayetteville, NC.

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