New Update 10/17/2020:

eStatements will not be available Monday, October 26, 2020 from 8:00pm until 1:00am for website maintenance.

Click here to view a message from our President/CEO, Dion L. Williams.  Starting October 19, 2020, our lobbies will re-open for our member-owners!  Visit our Covid-19 Update page to view more information concerning PACU's re-opening.  For the protection of our members and staff, please remember to wear your mask.

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.


Michael Westbrook, RICP®

Financial Advisor

CUSO Financial Services, L.P.

Fitz McMurry

Financial Advisor

CUSO Financial Services, L.P.

Michelle Kimmer

Financial Assistant

CUSO Financial Services, L.P.

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.
  • 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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