Space Coast Credit Union offers members a full range of Investment
Services through our broker-dealer CUSO Financial Services, L.P.*
(CFS). Whether your objectives involve preserving wealth or
building assets, we can help.
Our Financial Advisors are employees of Space Coast
Credit Union and are registered through CFS. They are available
to assist you with a wide variety of investment opportunities.
Mutual Funds
Life Insurance
Stocks / Bonds
CD Alternatives
Fixed / Variable Rate Annuities
Tax Deferred Investments*
Long-Term Care Insurance
Investment Planning**
Not sure how a Financial Advisor can
help? Click
here for the Top 5 Reasons to meet with an
Advisor.
As an SCCU Member you are eligible for a complimentary
meeting with one of our Financial Advisors. There is never
an obligation to purchase investments, however if you are interested
in specific funds or products our advisors will discuss any sales
charges and commissions associated with those investments. You
select the level of assistance that fits your need. Choose from
an initial consultation and periodic reviews or a more hands-on
approach with one of our advisors.
If you prefer making investment decisions more independently,
our self-service online programs are available to SCCU Members.
*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)
