LAWRENCEVILLE, Ga.– Peach State FCU is reporting it has created Peach State Investment Services as a financial advisory service for its members. It is located inside the credit union’s Suwanee branch and provides retirement, insurance and investment services to individuals.
Products and services provided by the financial advisory program will include: Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.
Peach State Investment Services will be staffed by Dan Harmeyer, CFP, who has more than 25 years in the financial industry.