Financial Planning

PFCU members can contact our partner Gary Chesin* AIF® for help with the following financial services:

  • Stocks & options
  • Bonds – muni & taxable
  • Mutual funds
  • REITs
  • Annuities
  • Life, health, disability and long-term care insurance
  • 403(b)s, 457 & 401(k)s
  • IRAs and Roth IRAs
  • Retirement/financial planning
  • College savings

You can contact Gary by phone at 847.967.5900, email at or by visiting his office at 5250 Old Orchard Road, Suite #300 in Skokie.

Securities are offered through Sigma Financial Corporation, member FINRA/SIPC.

Investment advisory services are offered through Sigma Planning Corporation, a registered investment advisor.

Use FINRA’s free BrokerCheck tool to research the background and experience of financial brokers, advisors and firms. 

All companies are independently owned and operated. 

Securities are not federally insured, are not guaranteed by Partnership Financial Credit Union or any affiliated entity, are not obligations of Partnership Financial Credit Union, and involve investment risk, including loss of principal.