SCU Investment Services

Real advice from real people.

Guiding Sacramento Credit Union members towards a brighter financial future.
 
Our LPL Financial Advisors provide consultation and/or products related to the following areas:
 
  • Classic financial planning
  • Asset management services
  • Private money management
  • Asset allocation
  • Mutual funds
  • Annuities
  • Stocks
  • Bonds (tax advantaged)
  • Retirement planning
  • College education planning
  • Estate planning
  • Long-term care planning
  • Insurance
Check the background of our investment professionals on FINRA's BrokerCheck at https://brokercheck.finra.org.
The LPL Financial registered representatives associated with this website may discuss and/or transact business with only residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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. Sacramento Credit Union and SCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCU Investment Services, and may also be employees of Sacramento Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sacramento Credit Union or SCU Investment Services. 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

Related Links: 800 H Street
Sacramento, CA 95814