You are on the Peach State Investment Services web page. The products and services on this page are being offered through LPL Financial or its affiliates, which are separate entities from, and not affiliates of, Peach State FCU.
Peach State Investment Services
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.
- 401(k) / Pension Rollover Services
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
- Wealth Management
- Tax-managed Investing
Meet Mona Bandoh
Mona is the Financial Advisor for Peach State Investment Services. She's been helping credit union members with investment and retirement strategies since 2007.
When developing your financial strategy, Mona will consider your:
- Investment goals and objectives
- Timeline for meeting goals
- Cash flow needs
- Financial resources
Mona has the skills and experience to assist you with your unique needs, including 401(k) and pension rollover services. Call today to schedule a no-cost, no-obligation consultation.
Get in touch with Mona Bandoh.
Getting a Second Opinion is a Good Idea
Retirement and investment strategies shift over time to protect the money you've accumulated and to account for lifestyle changes.
If you would like to set up a no-cost, no obligation retirement and investment strategy review, or would like a second opinion on your financial portfolio, Mona can help. Contact him today to request more information, ask a question, or request an appointment.
IMPORTANT: Do NOT submit your member number, account numbers, social security number or other sensitive information through this form. Please do NOT use email to request transactions to your account.
Mona Bandoh is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peach State Federal Credit Union and Peach State Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peach State Investment Services, and may also be employees of Peach State Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peach State Federal Credit Union or Peach State Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any
Other Government Agency
|Not Credit Union
|Not Credit Union
Deposits or Obligations
|May Lose Value|
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.