Partners Retirement and Wealth Management

Description

Partners Retirement & Wealth Management (PRWM) was established to provide Partners Federal Credit Union Members access to financial products and services so they may manage their financial goals. We were launched in 2007, following the merger of Vista Federal Credit Union and Partners Federal Credit Union, which formed today’s Partners Federal Credit Union. (PRWM replaced the investment and financial planning divisions that served the previous institutions.) Over the years, we have grown into a full-service investment planning and asset management organization. Partners Federal Credit Union and Partners Retirement & Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

Business Hours