If you are no longer employed with the company that provided your 401(k) or 403(b) plan, you can now decide who you want to manage it. It’s also a great time to review your overall investment mix and make sure it fits into your overall financial plan. You do have choices!
Your SCCU membership provides you with access to a team of professional financial planners who can assist you in making these changes. They can also help you set up a financial plan or review your current portfolio. Call today for a complimentary appointment with one of our knowledgeable, professional and caring Advisors.
Our offices are located throughout the Space
Coast Credit Union branch network. For more information, or to schedule
an appointment, call (321) 752-2222 ext. 9360 in Brevard County
or (800) 447-7228, ext 9360 from outside of Brevard County. You
may also email inquiries to invest@sccu.com.
Quick Links:
Access
this link to obtain a wide variety of information and tips to
help you organize your financial affairs and plan for the future.
*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)
