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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

 
 

The Financial Advisors with SDCCU Investment Services are Registered Representatives of LPL Financial. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. 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.