SDCCU Investment Services

The right choices make all the difference when investing for your financial future. That's why we offer SDCCU Investment Services to provide you with access to the investment help and experience you need to make informed investment decisions. SDCCU Investment Services offers a complete array of financial products and services. Financial Advisors are available at branch locations in San Diego, Riverside and Orange Counties to help you identify your financial goals and build a personalized financial investment plan to work toward reaching them.

SDCCU has been voted San Diego’s BEST Financial Planner in the U-T San Diego Readers Poll for four years straight! 

SDCCU Investment Services include:

  • Stocks
  • Bonds
  • Mutual funds
  • Annuities
  • Insurance  

Invest in your future today!

An experienced Financial Advisor is available to meet with you one-on-one to create your personal road map to pursue financial success. Call us today at (877) 732-2848 to set up your complimentary investment consultation. 

 

The Financial Advisors with SDCCU Investment Services are Registered Representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial is a Registered Investment Advisor. San Diego County Credit Union and SDCCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. You are advised to seek advice from your own tax professional.

Investments and Insurance:
Are Not Obligations of San Diego County Credit Union Have No Credit Union or Affiliated Entity Guarantee
Are Not NCUA Insured
Are Not Insured by any State or Federal Government Agency Involve Investment Risks and May Lose Value Including Possible Loss of Principal

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA

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Why People Love Us

SDCCU Reviews

"I have been a SDCCU member for many years and am still finding out about all of the great things that they do! My questions are answered promptly and in a way that helps me make better financial decisions." Marcus P., San DiegoMember since 2005

San Diego County Credit Union® was founded on the principle that people come first and profits second. This forward-thinking approach in the banking industry has propelled SDCCU® to become San Diego’s BEST Credit Union and largest locally-owned financial institution. SDCCU provides breakthrough banking products that meet the demands of today’s lifestyle and delivers banking services that save customers money. SDCCU serves customers nationwide with 30,000 surcharge-FREE CO-OP ATMs and 33 branch locations in San Diego, Riverside and Orange counties. Open an account today.


ABOUT SSL CERTIFICATES
30,000 surcharge-FREE ATMs

30,000 Surcharge-FREE ATMs

Access your money anywhere with 30,000 surcharge-FREE co-op ATMs nationwide.
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5/5 ARM

No Closing Costs

5/5 ARM Home Loan
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Auto Buying Service

Let SDCCU Do The Work!

You provide the details of the car you want and we'll locate it, negotiate the price and coordinate delivery for you – at no cost.
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0% Intro APR

0% Intro APR* on Balance Transfers

Good through January 1, 2015 on balance transfers made by May 1, 2014.
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