Our Investment Representatives available through CUSO Financial Services, L.P. (CFS), our broker dealer, will help you identify your long-range goals and develop a plan to meet them. It doesn't matter if you're new to the experience or if you've been investing all along...if you're getting ready to buy your first home or planning for retirement. Wherever you are on the road of life, you can take steps today to simplify tomorrow.
SMCU's Investment Representatives through CFS are not bound to sell specific investment products, so you can be sure that the choices you make are right for you—not for another's financial gain.
Topics you might choose to discuss with your representative include:
- Current investment portfolio evaluation—Make sure your portfolio is on track to meet your financial goals.
- Existing pension or 401(k) review—Find out if there are alternative investment opportunities that may generate more income for you.
- Retirement planning—Discover investment products that are best suited to help keep you moving in the direction of your dreams.
- Planning for college—Help your child attain the higher education that can solidify a successful future.
- Life insurance—Establish security for your family and loved ones—or use life insurance for estate planning, saving, or retirement.
Neil O'Connor
For more than a decade, Neil O'Connor has been helping people meet their financial goals.
As an experienced general securities representative, Neil brings a wealth of knowledge and experience to our credit union members. He holds all the necessary licenses and registrations to conduct securities and life insurance business in California and Oregon, and because he has been in the business throughout the ups and the downs of the financial markets, he offers a seasoned perspective to help SMCU members plan wisely for the future.
Whether you need financial guidance regarding your existing investments or are just looking for alternatives to SMCU's traditional deposit accounts, Neil is here for you. Through SMCU's investment program with CFS, he can assist with a multitude of state-of-the-art resources available to all members. You can count on him to remain dedicated to you and your financial concerns, and to manage your investment relationship with strategic thinking and personal service.
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).
