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.

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.gif James Merkel, AAMS®, 520-661-5762


Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through PFG Advisors, a registered investment advisor and separate entity from LPL Financial. Pyramid Federal Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.

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

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, NM, NV, OH, OR, PA, SD, TX, WA.