It's what investing is all about.
A sound financial future starts with careful planning. Whether you're a first-time investor or a seasoned one, an Investment Representative at San Mateo Credit Union can help you achieve your financial goals.
To get you on your way, SMCU has partnered with CUSO Financial Services, L.P. (CFS), a full-service broker/dealer and registered investment advisory company. Members who choose to take advantage of this service will gain access to:
INVESTMENT REPRESENTATIVES—Skilled professionals registered through CFS will meet with you one-on-one to provide a complimentary consultation.
INVESTMENT OPTIONS—A variety of investment products is available through CFS to help meet your specific needs.
eVISION®—Investment management is right at your fingertips with convenient online trading.
MEMBER PORTFOLIO VIEW—View your investments with the simple click of a mouse.
RETIREMENT CALCULATORS—To determine what you have to put away today to help achieve your future plans, use our convenient online calculators.
To contact one of our Investment Representatives:
For inquiries about other credit union services,
contact an SMCU Member Service Specialist by:
Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Investment Representatives are affiliated with San Mateo Credit Union and registered through CFS. San Mateo Credit Union is in partnership with CFS (member FINRA/SIPC).
