Investment Services

Not sure if now is the right time to invest? It's a question that most of us are not prepared to answer on our own. No worries! Pyramid FCU has people that can help you find the best options. Whether you're looking for a simple annuity or a full fledged financial plan, we can help. We can also help you establish a will, set up a trust or plan for long term care of family members. Call our financial planner directly to set up a no obligation appointment... or feel free to call or stop by any branch to make an appointment. As rated by
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Many Solutions... One Stop

There are many solutions available to you through our financial planner. What can we help you with today?

  • Retirement Planning
  • Retirement Plan Rollovers
  • Estate Planning
  • Long-Term Care Insurance
  • Stocks, Bonds, Mutual Funds
  • Tax-free Income Investments
  • Tax-Efficient Growth Investments
  • College 529 Plans

sidebar-linkblock-3.gifJames Merkel, 520-661-5762

Securities offered through Securities America, Inc., MemberFINRA/SIPC. Advisory services offered through PFG Advisors. Pyramid Federal Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice.

-Not NCUA Insured -Not Credit Union Guaranteed -May Lose Value
-Not Insured by any Federal Government Agency -Not a Credit Union Deposit

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.