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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.

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 investment advisors available through CFS, to help you with your financial service needs. You can select the level of professional fund management you want, whether it be an initial consultation and periodic reviews of your investments, or a more hands-on approach by one of our advisors.

The Benefits of Professional Advice
Many investors can benefit from the advice of our investment professionals. Simply contact us to set up an appointment to discuss your investment goals and for financial planning assistance.

Financial Advisor Bios
  Tom Decker Seth Riddle
  Caleb Kennedy Dan Dawson
  Dennis
Grzymkowski
Linda Mahl
  Michelle S.
Pawling
Philip MacDonald
  David Powell David Powell    

*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)


   
Corporate Headquarters: Space Coast Credit Union 8045 N. Wickham Road Melbourne, Florida 32940
PH: 321.752.2222 • TF: 800.447.7228
SCCU © 1996 - 2008 Space Coast Credit Union is federally insured by National Credit Union Administration.
SCCU © 1996 - 2008