SCCU Financial Services Home
WELCOME TO ONE OF THE MOST VALUABLE BENEFITS OF YOUR SCCU MEMBERSHIP… OUR FINANCIAL SERVICES GROUP
Developing a successful financial plan involves taking into consideration your personal goals and preferences in order to help meet your unique needs. Whether setting up a college fund, a retirement fund or a household budget, we have experienced advisors to help you fund a bright future.
SCCU Provides the Following Financial Services:
- Asset Allocation
- Comprehensive Planning
- Retirement Planning
- College Planning
- Estate Planning
- Insurance Review
If you need information about investing, SCCU has a staff of investment advisors registered through our broker dealer, CUSO Financial Services, L.P., to help you with your financial needs.
Not sure how a Financial Advisor can help?
Click here for the Top 5 Reasons to meet with an Advisor.
*For tax advice, consult a qualified tax professional.
Products and services offered through CUSO Financial Services, L.P., are not NCUA or NCUSIF insured, not credit union guaranteed, and may lose value. Financial advisors are employees of Space Coast Credit Union and registered representatives of CFS. Space Coast Credit Union is in partnership with CFS. (Member FINRA/SIPC)
