Founded in 1987, ProFed Financial Advisors was created to work closely with members of ProFed Federal Credit Union in forming sound, long-term investment strategies. Our close work with credit union leadership gives us the distinct advantage of understanding credit unions and their philosophy, as well as, understanding their members.
We're accustomed to educating and working with both experienced and new investors, so we take the time to understand their needs and concerns. And, we explain what we believe will work best for them and why. While we work closely with the credit union, membership is not a requirement to take advantage of our services.
We're accustomed to educating and working with both experienced and new investors, so we take the time to understand their needs and concerns. And, we explain what we believe will work best for them and why. While we work closely with the credit union, membership is not a requirement to take advantage of our services.
Services
Our Firm
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We believe that Knowledge, Experience and Commitment are key elements for long-term success. Our Team is lead by Financial Consultants who have spent two decades informing clients about investing, continuing their own education within the industry and who do so on a full-time basis. The clients of ProFed Financial Advisors are supported by our entire staff - not just one advisor or the other.
Our Vision & Philosophy
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Working with hundreds of educators over the past decades, we couldn't help but gain some insight into how educating others can be best achieved. While we have a passion for what we do at work, we understand that for some people dealing with financial matters may be among their least favorite things to do.
Our Clients
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Over our twenty years of working with investors we have worked with nearly every kind of investor there is; retirees, pre-retirees, corporations, non-profit organizations, and trusts, but they all seek one thing in common - simple, honest, straightforward conversation about what they're trying to achieve and how we can help them.
Working With Us
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There is no cost or obligation for this initial meeting. We know that our services and fees are very competitive within the industry, and will gladly discuss them with you when we meet. We want this first meeting to focus on learning about you and your goals and objectives. Only then can we explain how we believe we can be of help to you in pursuing them.
Articles
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We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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