CFS Financial Advisors at SCCU
While many brokers offer just a single way to invest, SCCU lets you choose the investment method – or combination of methods – that's right for you. And we have no proprietary products so all you’ll get from us is our Respect, Knowledge and Commitment.
Here at SCCU, you can invest with the assistance of an advisor under a “Traditional Advisor” arrangement, or use a combination of advisor–assisted and self–directed investments. SCCU has a staff of Financial Advisors available through CFS, to help you with your financial planning needs. You can also select the level of professional fund management you want, whether it’s an initial consultation and periodic reviews of your investments, or a more hands-on approach by one of our advisors – it’s your choice.
The Benefits of Professional Advice
Many investors can benefit from the advice of our investment professionals. Simply call one of our Financial Advisors to arrange a complimentary planning session and discuss your investment goals. Or you can request your planning session using our online form and one of our Advisors will call you directly.
Financial Advisor Bios
*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)
