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Investing & Retirement

Are you concerned or excited for your future and retirement?

Personal Investments

Reach your personal investment goals with trusted, time-tested guidance. Making sense of over 7,000 mutual funds, plus thousands of annuities, insurance options, and individual securities is no small task.
Our partners can help you pare down your options to the right choices for you and your family. Contact a Registered Representative to take the first step towards a more secure, comfortable future.

Choose from a full investment portfolio:

  • Mutual Funds
  • Annuities
  • Stocks/Bonds
  • IRAs
  • Qualified Retirement Plans, e.g., 401K, Simple IRA, 403b, etc.
  • Life Insurance
  • Long-Term Care Insurance
  • 529 Plans

Get help with several investment services, including:

  • Retirement Planning — Custom fit an investment strategy that's in line with your current and future goals.
  • Qualified Plan Rollovers — Rollover your qualified plans with highly specialized assistance.
  • Retirement Income Planning — Account for your retirement income needs after the paychecks stop.
  • Estate Planning — Preserve your wealth from generation to generation.
  • Investment Portfolio Analysis — Stay informed of how your investments are performing and when to make adjustments, if needed.
  • Education Planning — Establish education portfolios for your children or grandchildren for their higher education dreams.
  • Life Insurance Planning — Determine your needs and the type of life insurance to fit your situation.
  • Comprehensive Review — Take a complete, bird's eye look at your financial needs and goals.

Learn about our ABC's of money planning process:

Personal Investment ABC chart

Find dedicated service and a continued commitment

Selecting your investments is just a start to truly unparalleled personal service. You can keep tabs on the performance of your investments. And if you have any questions or your investment needs change, help is just one call away.

If you wish to schedule an appointment to discuss retirement, estate planning or a comprehensive review, call (717) 536-8351opens phone dialer or reach a member of the Park City Investment Center directly below.

Contact a Financial Professional

Jeff Knoieczny Profile

Jeff Konieczny

Rollover & Savings Representative

Ryan Powers Profile

Ryan Powers

Financial Professional
Rollover & Savings Representative

Kurt Powers Profile

Kurt Powers

Financial Professional
Rollover & Savings Representative

Contact Us at 715-536-8351opens phone dialer

https://brokercheck.finra.org/

Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC.

Regulated by FINRA

This communication is intended for individuals residing in the state of Wisconsin. The contents of this website do not constitute a solicitation to purchase or sell securities in other states. No offers may be made or accepted from any resident outside the specific states referenced.

Non-bank / credit union products and securities are not insured by the FDIC/NCUA or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Park City Credit Union or Park City Investment Center located at Park City Credit Union. Investments are subject to investment risk, including possible loss of principal amount invested.

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*APR = Annual Percentage Rate
†APY = Annual Percentage Yield

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Address
501 S. Pine Ridge Ave.
Merrill, WI 54452

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NMLS #518120 – Membership Eligibility Required.
Routing Number #291580614
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