Retirement & Investment Services

Welcome to the Retirement & Investment Center

PGE Investment & Retirement Services

Steve Lavergne can be reached at 401-421-2436 ext. 106                                                             

Learn more about Steve Lavergne
PGE Retirement & Investment Services Log-in

There are many important financial decisions that must be made throughout someone’s life.  With that in mind, we have collaborated with CUNA Brokerage Services to now offer PGE Retirement & Investment Services to assist our members with all their financial needs.  As a trusted partner with PGE Federal Credit Union, PGE Retirement & Investment Services is a full-service Financial Advisor program designed for our members to navigate a lifetime of financial needs.

Check the background of Steve Lavergne on FINRA's BrokerCheck.


Should you have a financial advisor?

Perhaps you’re thinking “Where do I start”; maybe selecting a few mutual funds; looking for information on retirement planning or you are ready to have a sound investing strategy drawn up for you.  Creating a long term investment strategy can be confusing and intimidating.  That’s why finding a financial advisor you  can rely on is so important.

Experience

Your financial advisor should be someone who is well-versed in all areas of financial products and services.  Steve Lavergne, brings years of experience and is committed to helping PGE members.  Contact Steve today for a COMPLIMENTARY, NO OBLIGATION appointment to discuss your individual needs!

PGE Retirement & Investments

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-2903553.1-0120-0222

MAP

BUSINESS HOURS

  • Lobby Hours:
    Mon - Fri: 9am until 4pm
  • Drive-up Hours:
    Mon - Fri: 8:30am until 4:30pm
  • Drive-up ATM: 24/7

MAIN BRANCH LOCATION

    • PGE Credit Union Providence Rhode Island Providence, RI
      179 West River Street
      Providence, RI 02904

MEMBER SUPPORT


PGE Federal Credit Union