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.
Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS) an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are not credit union guaranteed and May lose value. Space Coast Credit Union is in partnership with CFS. Financial Advisors are employees of Space Coast Credit Union and registered through CFS. (Member FINRA/SIPC).
