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
MOST POPULAR CONTENT
MEMBER FAVORITES Personal Loan
Branch & In-Store Branch Services
Financial Wellness & Education
Fixed & Variable Annuities
BalanceTrack Checking Management
Financial Advisors
Financial Advisors
 

Our team of financial advisors provides full financial analysis and financial planning services to SchoolsFirst FCU Members. They’re experienced, licensed and registered professionals trained to design financial plans specifically tailored to your needs and objectives.

 

Our first and most important step is to listen to your hopes, dreams and plans for the future. Next, we’ll carefully review your current savings, insurance and investment portfolio. Finally, we’ll suggest an investment strategy that best fits your goals and your family’s budget.

 

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

 

Meet Our Advisors
Request a Consultation

 

We can help you:

  • Establish and meet specific savings objectives, such as college tuition
  • Determine your insurance needs
  • Plan for your retirement
  • Take advantage of favorable tax laws1
  • Consider asset allocation options and estate planning for your heirs

Our financial advisors can assist you with:

  • Mutual funds
  • Fixed and variable annuities
  • Tax-deferred investments, including IRAs
  • Stocks and bonds
  • Life insurance2

As a SchoolsFirst FCU Member, you can participate in a complimentary introductory meeting with one of our financial advisors. Of course, there is no obligation to purchase investments; however, if you are interested in specific investments, our financial advisors will discuss the specific sales charges and commissions associated with those investments.

 

Online

Request a consultation with a financial advisor

 

Call

Call 

 

800.462.8328 

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

 

Email

 

Contact an insurance specialist by sending an email to

investments@schoolsfirstfcu.org

 

Branch

Visit

 

Any SchoolsFirst FCU branch

 

If you’ve already worked with one of our financial advisors and want to monitor your investments, log into Portfolio View.

 

Or, if you prefer making investment decisions on your own, you can use our self-service online investment program.

 

Disclosures

1Please consult a qualified tax professional for tax advice on your specific circumstances.

2California Insurance License 0707104.

 

Securities sold, advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered 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 registered broker/dealer in all fifty states of the United States of America.

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Retirement & Investment Forms •  Retirement & Investment Forms
 
 
Statement of Fees •  Statement of Fees
 
 
Calculators •  Calculators
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