- ABOUT US
- RESOURCES & BENEFITS
Did you know that most people spend more time planning for a vacation than they spend planning their retirement? Price Perkins, LLC works with your credit union to provide full service comprehensive financial planning solutions for you. With their dedication and commitment to their clients’ financial needs, they build more than portfolios; they build relationships! Price Perkins has been named a Five Star Wealth Manager eight years in a row!
As a comprehensive wealth management firm, Price Perkins, LLC specializes in the following:
Estate Planning and Trust Services
Financial Planning & Analysis
(Life & Long Term Care)