Empowering Your Financial Future, One Relationship at a Time.
Our Firm
Founded in 1987, ProFed Financial Advisors stands as a trusted partner for members of ProFed Federal Credit Union and beyond. We leverage our deep understanding of the credit union philosophy and its members' individual needs to craft personalized investment strategies.
Our Vision & Philosophy
Our vision is to empower clients to achieve their financial goals through comprehensive financial planning and investment guidance. We believe in:
- Client-centered approach: We prioritize understanding your unique needs, risk tolerance, and financial goals.
- Transparency and communication: We explain complex financial concepts in clear, easy-to-understand language.
- Long-term relationships: We establish long-lasting partnerships with clients, regularly reviewing and adjusting your portfolio to ensure it aligns with your evolving needs.
- Collaboration: We work in close partnership with you, alongside your other financial professionals, to achieve holistic financial success.
Our Services
We offer a comprehensive suite of services, including:
Wealth Management
- Comprehensive financial planning
- Investment portfolio management
- Retirement planning and distribution analysis
- Estate planning and risk management
- Insurance review and analysis
Retirement Planning
- Defined benefit plans & 401(k) rollovers
- Traditional IRA rollovers & Roth IRA conversions
- Pension analysis & maximization strategies
Investment Services
- Custom portfolio construction
- Market research and analysis
- Regular portfolio reviews and rebalancing
- Online account access for convenient portfolio management
Additionally, we provide
- Educational resources on a variety of financial topics
- Calculators and tools to help you plan for your future
- Personalized consultations and ongoing guidance to maximize your financial potential
Working With Us
We believe in building lasting relationships with our clients. We offer:
- Personalized and attentive service
- Clear and accessible communication
- Quick response times to your inquiries and concerns
- Collaborative and holistic approach to wealth management
Overall Experience
Most reviewers have had a positive experience with ProFed, praising the bank's friendly and helpful staff, excellent customer service, and convenient online banking features.
Staff and Customer Service
The staff at ProFed are consistently described as friendly, helpful, and patient. They are known for going the extra mile to assist customers with their banking needs.
Online Banking and App
Some reviewers have experienced issues with the bank's mobile app, citing difficulties with navigating the interface and resolving technical issues. However, others have found the app to be convenient and user-friendly.
Community Involvement
ProFed is commended for its community involvement, including giveaways and promotions on social media that benefit local customers.
Negative Experiences
A few reviewers have reported negative experiences, including issues with the fraud prevention system, problems with the mobile app, and poor customer service from specific departments.
Common Praises
- Friendly and helpful staff
- Excellent customer service
- Convenient online banking features
- Community involvement
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