Invest Where You Belong – At Peach State!
Designed exclusively for credit union members, and located right here at the credit union, Peach State Investment Services offers retirement, insurance and investment programs designed to help you and your family through a lifetime of financial planning needs.
Some of the products and services available include:
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401(k) / Pension Rollovers
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Retirement Planning
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Education Funding
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Mutual Funds
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Life Insurance
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Long-Term Care Insurance
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Wealth Management
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Tax-managed Investing¹
When developing your financial strategy, a Financial Advisor with Peach State Investment Services will consider your:
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Investment goals and objectives
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Timeline for meeting goals
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Cash flow needs
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Financial resources
Peach State Investment Services also offers a variety of financial calculators to assist you in getting a clearer view of where you are financially – where you’re headed – and what to do to get where you want to go.
Calculators Log in to Investor Connection
Financial Services Representative
455 Buford Highway
Suwanee, GA 30024
678.546.5185
Check the background of this investment professional on FINRA’s Broker Check.