P1FCU Investment Services

P1FCU Investment Services is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.  For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.  This service is made available by the credit union through CUNA Brokerage Services, Inc., our designated brokerage and insurance provider, in order to serve our members and their families better.  P1FCU Investment Services has been a part of P1FCU since 1992.

Meet Our Advisors  

Terry Groom Financial Advisor

Terry Groom
Located at P1FCU Warner Branch
1015 Warner Ave. - Lewiston, ID
Phone: 208.848.2152 

Dennis Beaulieu Financial Advisor

Dennis Beaulieu
Located at P1FCU Clarkston Branch
1301 Highland Ave. - Clarkston, WA
Phone: 208.848.2168


Check the background of this investment professional on FINRA's BrokerCheck.

 

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  • Product and Services  

    Our decision-making process is unique and is based on your individual circumstances because everyone has different investment goals and tolerance for risk. Once we have answered these and other questions, we then construct a road map to help you reach and maintain your goals. All of our recommendations are made with your best interests leading the way.

    Another important component of our process is keeping you informed along the way. We maintain as much contact as you need to ensure your plan is keeping up with your life changes and the lives of your loved ones.

    Products

    • Mutual Funds
    • Managed Accounts
    • Annuities
    • Life Insurance
    • Stocks
    • Bonds
    • REITS
       

    Services

    • 401(k) Rollovers
    • Retirement Planning/Income planning
    • IRA management and services
    • Life Insurance Services/Estate Planning*
    • Wealth Management
    • College Education Planning & Funding
       

    Investment eTools
    Not sure how to get started? You can use one of our eTools located in our CUNA Brokerage Services investor connection portal, to help guide you in taking the first steps toward building a safe, secure future.

  • Financial Calculators  

    Analysis of your current financial situation can help clarify your short- and long-term goals. The calculators on this page are tools to assist you in getting a clearer view of where you are financially–where you're headed–and what you need to do to get where you want to go.  Click for Financial Calculators.

  • Financial Products and Strategies  

    Building your nest egg and protecting it requires time, attention and patience. Find products and strategies here to help you find your way in a financial world that is growing in complexity.  Click for Financial Products and Strategies.

  • Resource Library  

    Here you can find articles that will help you make informed financial decisions. Each category on the right will help you navigate our extensive financial article library. You can also search for a particular subject in the upper right. We hope you find this information useful as you work towards a secure financial future.  Click for our Resource Library.

    Already have an account with one of our advisors? To get information about your account, obtain a copy of your statements and confirmations or get the latest information on markets, quotes, and financial news, access your CUNA Brokerages Services, Inc. account. Click for Account Access.

P1FCU Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment professional, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2547024.1-0519-0621

P1FCU Investment Services is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
* Representatives are not attorneys. For legal questions, including a discussion about estate planning, please consult your attorney.