TRUST & FINANCIAL CENTER

Work with someone you trust.

Whether you need investment and retirement planning, or trust services that include living trusts and estate settlement, our experienced advisors can help you meet your financial objectives.

PEFCU Trust and Financial Center is here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact a PEFCU Trust and Financial Center Advisor to get more information and to set an appointment to talk with someone you can trust.

You can also learn more from CUNA Brokerage. Just click the "More Info" button below.

PEFCU Trust & Financial Center Representatives

Larry Hyser, ChFC
larry.hyser@cunamutual.com

VP Wealth Management
Trust Liaison Officer

Since joining the PEFCU Trust and Financial Center, Larry has been helping PEFCU members transition from work to retirement with ease. Whether you need retirement planning, wealth management or college savings, Larry can provide a variety of solutions to fit your individual goals. Contact Larry by clicking on his e-mail address above.

Melissa Acher
melissa.acher@cunamutual.com

Financial Advisor

Melissa brings over 20 years of experience in the field of financial services. Licensed in securities, insurance and the mortgage industry, Melissa focuses on comprehensive financial planning for individuals. Whether you are just beginning a family, paying for your child's education or nearing retirement, the PEFCU Trust and Financial Center is designed to help you with your unique financial needs.

*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.

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