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INVESTING

Investment services offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Buying a second home. Starting your own business. Helping your kids pay for college. Or simply retiring at a reasonable age and enjoying life to its fullest.

Whatever your dream, now is the time to start planning for it. And we can help.

How it works

Our financial advisors1 will identify your goals, evaluate your finances, and recommend an investment strategy just for you. We offer a variety of investments to choose from:

  • Mutual funds
  • Exchange-Traded Funds (ETFs)
  • Fixed and variable annuities
  • Tax-deferred2 investments, including IRAs
  • Stocks and bonds

Whether you need a review of your current portfolio, or help designing a financial plan, our advisors have the tools and expertise to help you find the best path for your future.

You can meet with an advisor, as often as you like, without paying a consultation fee. It’s a complimentary benefit of your Membership.

MEET OUR ADVISORS

An essential part of a strong financial plan is safeguarding it. Our advisors can help you choose the right life insurance to protect your family’s financial future while you work toward your goals.

LEARN MORE

Investment servives offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union Members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

LET’S TALK

Would you like to learn more?

Set up a meeting with a financial advisor.1

Call 800.462.8328 ext. 4116, Option 2

Monday through Friday, 8 a.m. - 5 p.m.

Email

Contact us by email at investments@schoolsfirstfcu.org.

Check the background of our investment professionals on FINRA's BrokerCheck.

Already working with an advisor?

Log in to Portfolio View to manage your investments.

Disclosures
  1. Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3128150.1-0620-0722
  2. Please consult a qualified tax professional for tax advice on your specific circumstances.

Refer Family or Friends

Invite your immediate family and eligible colleagues to join SchoolsFirst Federal Credit Union!

Not a Member?

Joining SchoolsFirst FCU is quick and easy. Apply for Membership today.