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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.

 

Invest in your future today!

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 San Diego Union-Tribune Readers Poll for six years straight!

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SDCCU Investment Services include:

  • Comprehensive Financial Planning
  • Portfolio Analysis and Optimization
  • Retirement Planning
  • Insurance Analysis
  • Educational Client Workshops
  • Education Planning Estate Planning
  • Quarterly/Semi-Annual Client Reviews
  • Qualified Plan Beneficiary Planning
  • Private Client Services
  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Insurance  
  • Higher Education

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* 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. Securities and insurance offered through LPL or its affiliates are:

Not Insured by  NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value