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Insurance and Investments

Insurance and Investments

Investments Tailored to Your Needs

Premier America Credit Union offers access to quality investment products and services designed to help you achieve your financial goals. We take the time to get to know you and your plans for your financial future. The wide range of Investment Products & Services include:

  • Long-Term Financial and Retirement Planning
  • Retirement Income Strategies
  • Rollover and Lump-sum Distributions
  • Mutual Funds, Stocks, Bonds and Annuities
  • College Funding Planning
  • Risk Management, Wealth Transfer and Insurance Needs Analysis
  • Educational Workshops

Financial Consultants

Joe Mandujano 800-772-4000 x4682 (Chatsworth and surrounding areas)
Jesus A. Lopez 800-772-4000 x4611 (Woodland Hills, Thousand Oaks and surrounding areas)
Jimmy Maldonado 800-772-4000 x4657 (Simi Valley, Valencia and surrounding areas)
Kelly Karren 800-772-4000 x4058 (Houston and surrounding areas) 
 
  
DISCLAIMER

Securities, financial planning and insurance products, offered through LPL Financial and its affiliates, member FINRA/SIPC and a Registered Investment Advisor.

Representatives are employees of Premier America Credit Union and registered through LPL Financial. Premier America Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.

 Not NCUA Insured  No Credit Union Guarantee  May Lose Value


This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of investments and services mentioned are available in every state.

 

Equal Housing Lender
NCUA
Premier America Credit Union is committed to providing exceptional service to individuals and small businesses. We offer regular, business and youth checking and savings accounts; business and auto loans; investment services; higher yields on certificates and money market accounts; insurance; home mortgages; as well as MasterCard and Visa credit cards. Our members enjoy free online services including home banking and bill pay. We are proud to serve the communities of Chatsworth, Simi Valley, Thousand Oaks, Valencia, and Woodland Hills, California as well as Houston, Texas.