Wealth Management

As a member of Partners Financial Federal Credit Union, you have access to a range of insurance services and financial strategies through Old Dominion Insurance Solutions, LC – an independent financial services company that has been assisting individuals, families and businesses for nearly 30 years.

RETIREMENT PLANNING

  • Traditional and Roth IRAs
  • IRA Rollovers/Transfers
  • SIMPLE IRAs
  • Simplified Employee Pensions
  • 401(k) Plans

INSURANCE SERVICES

  • Individual and Group Health Insurance
  • Health Savings Accounts (HSAs)
  • Disability Insurance
  • Long-Term Care Insurance
  • Existing Policy Evaluation

ASSET MANAGEMENT

  • Asset Allocation
  • Annual Reviews
  • Riskalyze Assessment Tool
  • Withdrawal Strategies
  • Tax Efficient Strategies

EDUCATION PLANNING

  • 529 Plans
  • Coverdell IRAs

Schedule your no-cost, no-obligation consultation today!

Contact Bland Weaver or Zachary Webb at (804) 433-4040.

 


Consider the investment objectives, risks, charges, expenses and tax implications associated with any security before investing. Additional information about municipal fund securities is available in the issuer’s official statements. The official statement should be read carefully before investing. Certain investments are accompanied by prospectus or other offering documents. These should also be read carefully before investing. This does not constitute an offer to buy or sell any security. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and not by Partners Financial Federal Credit Union. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Old Dominion Insurance Solutions, LC and its subsidiaries are separate entities. Diversification and asset allocation strategies do not assure profit or protect against losses. Securities are not NCUSIF Insured/Not NCUA or Credit Union Guaranteed/May Lose Value.

You are leaving the Partners FFCU website and will be linked to an alternate Internet site not operated by the credit union. Partners FFCU is not responsible for the content of the alternate Internet website. Partners FFCU does not represent either the third party or you if the two of you enter into a transaction. Please be aware that privacy and security policies on the website to which you are being taken may differ from those practiced by Partners FFCU.

A $15 Convenience fee will be automatically added to your payment amount. Your maximum total payment amount (including the $15 convenience fee) cannot exceed $600. Payments initiated and approved by 3:00pm will be applied to your loan on the same business day. Payments initiated and approved after 3:00pm, or on a day that the credit union is closed (weekends and holidays), will be applied on the next business day. If you have a PFFCU debit card, please log into home banking to make your loan payment.

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Excludes mortgages and home equity lines of credit. A $25 fee is due at set-up for each loan. Loan must have been open for at least 6 months. Past due accounts do not qualify. One skip-a-pay allowed per calendar year (Jan-Dec).

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