Financial Planning

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PFCU is dedicated to helping its members reach their financial goals.  As part of this mission, PFCU has partnered with Upstream Investment Partners.  PFCU members can contact Upstream Investment Partners for help with the following services:

  • Retirement/Financial Planning
  • Employer Retirement Plans such as 401(k), 403(b), and 457(b)
  • Individual Retirement Accounts (IRA and Roth IRA)
  • College Tuition Planning and Tax-Advantaged 529 College Savings Plans
  • Insurance: Life, Health, Medicare Supplement, and Long-Term Care
  • Mutual Funds
  • Stocks
  • Options
  • Bonds: Municipal and Taxable
  • Annuities: Fixed and Variable
  • Real Estate Investment Trusts (REIT)

 

Contact Upstream Investment Partners:

Meet the Team: (pictured left to right)

  • Gary Chesin, AIF® 
  • Blake Warner, AIF® 
  • Russ Warner, AIF® 
  • Karen Fashandi, Administrative Assistant 

 

Securities are offered by Russ Warner and Blake Warner through Sigma Financial Corporation (“Sigma”), member FINRA/SIPC.  Investment advisory services are offered by Russ Warner and Blake Warner through Sigma Planning Corporation (“SPC”), a registered investment adviser.  Sigma and SPC are affiliated entities.

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. 

Russ Warner and Blake Warner operate their branch office under the business name of Upstream Investment Partners (“Upstream”).  This office is located at 191 Waukegan Road, Suite 103, Northfield, Illinois 60093.  Upstream is an unregistered entity, is not affiliated with Sigma or SPC, and is independently owned and operated.

For members of Partnership Financial Credit Union (“PFCU”), please note that brokerage services, investments, and securities products purchased or sold in a transaction are not insured by the Federal Deposit Insurance Corporation, the National Credit Union Administration, or any other federal or state deposit guarantee fund; are not deposits or other obligations of PFCU and are not guaranteed by PFCU; are subject to investment risks, including possible loss of the principal invested; and are being provided by Russ Warner and Blake Warner through Sigma and/or SPC, not by PFCU.  PFCU is unaffiliated with Sigma, SPC, and Upstream. 

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.