Investment Solutions

Investment Solutions

Get clear direction for the journey ahead
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Schedule your free,
no-obligation
consultation today.

Make an appointment by calling Linda Carlson, Investment Assistant, at (503) 513-8793.

Investment Solutions

See what your future can be

The first step in working toward financial independence is assessing your goals, time frame, and risk tolerance. Our advisor will work with you to develop a financial plan that supports your philosophy and objectives.

Investment Solutions at Providence Federal Credit Union’s Investment Professional can advise you on the following:

Investment Services

Portfolio management, risk review, retirement savings plans, and tax-managed investing.

Financial Management Options

Holistic financial savings plans and tax-managed investing.

Variety of Insurance

Life insurance, Disability, and Long-Term Care.

Retirement Planning & Income

Funding and distributing retirement funds.

Estate Planning

Arranging the bequest of assets.

Portfolio Management

Building and rebalancing a diversified portfolio.

Inheritance & Wealth Building

Preserving your wealth for the future.

Tax Solutions

Understanding and managing your tax burden.

Health & Long-Term Care Planning

Navigating healthcare options in retirement

Education Funding

Covering children’s college costs

Life Insurance

Seeking to improve your safety net

PFCU Investment Services Team

Gabby Richard

Gabriella Richard

Gabby has over 16 years of experience as an Advisor. She has helped many clients navigate their past and present finances. She loves working with a diverse clientele. From young professionals just starting out to people that have been retired for many years, she strives to help anyone trends. She prides herself on explaining complex financial investments understand their financial situation. Gabby stays on top of the current trends. She prides herself on explaining complex financial investments and situations clearly and making them easy to understand. She loves teaching clients about investing and answering their questions.

LPL, Investment Professional
Work: (503) 329-1413
Email: Gabriella.richard@lpl.com

Linda Carlson

Linda Carlson

I’m the Investment Assistant. You can reach me via:

Check the background of Gabriella on FINRA’s BrokerCheck.

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Need more information?

Connect with a PFCU Member Consultant, by scheduling an appointment, video chat, email, or phone.

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