Retirement Plans for Everybody
Create an investment plan that fits your goals—whether saving for college, preparing for retirement, or planning for your heirs. If you're not getting the returns you want, connect with our onsite advisor.
Jimmy Suh, TCCU’s Financial Advisor, brings over 25 years of experience in investment and financial planning. He specializes in wealth management, retirement planning, annuities, college savings, and insurance—tailored to your goals.
Available for phone, virtual, or in-office meetings on Fridays.
📞 (213) 219-9820 | (310) 618-9111 ext. 27
Retirement Plans for Business Owners
As a small business owner, you have flexible retirement options. Jimmy can help you navigate plans designed specifically for business owners.
Why Consider a Virtual Financial Advisor?
Virtual meetings have become a powerful, efficient way to connect. What was once uncommon is now widely embraced for its convenience and flexibility.
Frequently Asked Questions
How does working with a virtual advisor work?
Meetings take place via secure platforms like Zoom. You’ll receive a link and can join from any device, with screen sharing for presentations.
What about paperwork?
Most accounts can be opened online, with documents signed electronically using tools like DocuSign.
What are the benefits?
No travel required—meet from anywhere. Sessions are typically shorter, more focused, and easier to schedule, saving both time and money.
Can I live anywhere?
Yes, as long as services are licensed in your state. Many clients are served remotely across the U.S.
Disclosures
Investment Advice offered through PFG Advisors, a Registered Investment Advisor, LLC. Insurance Services offered through PFG Insurance Services. These entities are separate from Torrance Community Credit Union.
This information is for U.S. residents only and does not constitute an offer to sell or solicit securities. Services are only available in states where properly registered.
Not NCUA Insured – Not Credit Union Guaranteed – May Lose Value