Pittsford Federal Credit Union Partners with Financial Guard

Educational Resources

Investment Advice from Financial Guard

An SEC compliant and regulated, easy-to-use online investment advisor.

Pittsford FCU is committed to helping you save money & earn more!

As a Member of Pittsford FCU, you are now able to receive safe, secure ONLINE investment guidance from our partner, Financial Guard, FOR FREE!! Do you know exactly how much you're paying in fees for investment advice? Do you know how well your investments are doing versus other options? In just 5 minutes, the answer to both these questions will be, "Yes!"

This service is available on all of your investment accounts:

  • 401(k)/403(b)/457
  • IRAs (Roth & Traditional)
  • Brokerage accounts
  • 529 college savings plans

Financial Guard will help to:

  • Uncover any hidden fees in your portfolio that reduce performance.
  • Maximize performance by providing an assessment and making recommendations (buy, sell, trade) based on tolerances.
  • Find peace of mind & confidence with investment guidance from a Fiduciary, not a salesperson with conflicted interests
  • Learn More

The Financial Guard service is offered online, which means you can get your advice on your schedule, from anywhere with a computer and internet connection. Financial Guard's support is there 24/7, based in Columbus, Ohio, to answer any questions you may have about getting started or about your advice.

Signing up only takes about 5 minutes! Simply sign up and get started! This may be the most valuable 5 minutes anyone can invest in their future.

Start saving and earning more today!

Key Financial Guard Contacts
Office number - 614-973-6999
AJ Remlinger, Chief Product Officer
Jay Lewis, Client/Member Support

Pittsford Federal Credit Union has contracted with Financial Guard to provide its investment software to credit union members. Pittsford FCU is not responsible for the products or recommendations provided by Financial Guard, nor any business transactions conducted or agreements entered into between the member and Financial Guard. For additional disclosures and information, please click here.

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