Investment Solutions
See what your future can be
The first step in working toward financial independence is assessing your goals, time frame, and risk tolerance. Our advisor will work with you to develop a financial plan that supports your philosophy and objectives.
Investment Solutions at Providence Federal Credit Union’s Investment Professional can advise you on the following:
Retirement Planning & Income
Estate Planning
Portfolio Management
Inheritance & Wealth Building
Tax Solutions
Health & Long-Term Care Planning
Education Funding
Life Insurance
PFCU Investment Services Team
Gabriella Richard
Gabby has over 20 years of experience as an Advisor. She has helped many clients navigate their past and present finances. She loves working with a diverse clientele. From young professionals just starting out to people that have been retired for many years, she strives to help anyone understand their financial situation. She prides herself on explaining complex financial investments and making financial situations clear and easy to understand. Gabby stays on top of the current trends. She loves teaching clients about investing and answering their questions.
LPL, Investment Professional
Work: (503) 329-1413
Email: [email protected]
Linda Carlson
Linda is our go-to for customer service and serves as your primary point of contact! She has over 23 years experience as an Investment Assistant. She enjoys helping people, listening and learning about “their” story and walking the investment/retirement process from beginning to end with them. She is committed to the highest level of customer service.
- Direct: (971) 313-1128
- Work: (503) 513-8793
- Fax: (503) 513-8770
- Email: [email protected]
Check the background of Gabriella on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Providence Federal Credit Union and Investment Solutions at Providence Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Solutions at Providence Federal Credit Union, and may also be employees of Providence Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Providence Federal Credit Union or Investment Solutions at Providence Federal Credit Union. Securities and insurance offered through LPL or its affiliates.
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Need more information?
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