Schedule a Consultation
Offered by Member Investment Services
Our financial advisors provide complimentary introductory meetings to SchoolsFirst FCU Members, and can help find creative financial solutions for you. Advisors can discuss your investment and life insurance needs on the phone, or you can meet with them at the branch closest to you. It’s easy to schedule an appointment. You can:
- Request a consultation using our online form
- Call 714/258-4000, 9 a.m. to 5 p.m., Monday through Friday
Of course, there is no obligation to purchase investments or insurance; however, if you are interested in specific investments, our financial advisors will discuss sales charges and commissions associated with those investments.
Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by SchoolsFirst FCU. CBSI is under contract with SchoolsFirst FCU, through the financial services program, to make securities available to Members.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
CA Insurance License 0707104
