WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

About SchoolsFirst FCU
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Request a Consultation
Request a Consultation

Offered by Trust & Investment Services


Our financial advisors provide complimentary consultations 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:

 

Online

Request a complimentary consultation with a financial advisor

 

Call

Call 

 

800.462.8328, ext. 4116

Monday through Friday, 9 a.m. - 5 p.m.

 

Email

 

Contact an advisor by sending an email to

investments@schoolsfirstfcu.org

 

Branch

Visit

 

Any SchoolsFirst FCU branch

 

 

 

 

Meet Our Advisors

 

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.


CA Insurance License 0707104

 

Securities sold, advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registed broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU 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 registed broker/dealer in all fifty states of the United States of America.

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RELATED CONTENT
RELATED CONTENT
Apply for a Loan •  Apply for a Loan
 
 
Apply For a Home Loan •  Apply for a Home Loan
 
 
Workshops •  Workshops
 
 
Retirement & Investment Forms •  Retirement & Investment Forms
 
 
Statement of Fees •  Statement of Fees
 
 
Calculators •  Calculators
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