Retirement & Investment Services
Steve Lavergne can be reached at 401-421-2436 ext. 106
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 an investment advisor you can rely on is so important.
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!
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.