Investment Services
Signal Hill Investment Services* is a Division of People's Trust Federal Credit Union. It provides our members access to a Wealth Management Team, made up of experienced investment and financial planning professionals.
Each of our investment professionals has expertise in the areas of portfolio review and development; retirement planning; estate planning; and tax planning. Our relationship with Linsco/Private Ledger, upholds our commitment to independent investment advice.
Managing your wealth and investing in your future is important. Our financial advisors at Signal Hill Investment Services can assist you with:
- Financial Planning
- Investment Planning
- Estate Planning
- Mutual Funds
- Stock Portfolios
- Fixed or Variable Annuities
- Real Estate Investments Trusts
- 529 College Savings Plans
Click here for more information about Signal Hill.
*Securities and insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC. Not NCUA Insured. No Credit Union Guarantee. May Lose Value. People's Trust Federal Credit Union is not affiliated with LPL Financial.
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Have a Question?
Contact us online, give us a call at 713.428.3200 / 800.321.2411, or stop by a service center location for any questions about our Administaff special offer..
