Planning Ahead for 2012

As 2011 comes to a close, now is a great time to think about what you can do to save more money this next year. Whether you've been a member for the last sixty-one years or are one of the newest member-owners of SF Fire Credit Union, there are many things you can do to get the most out of your money in 2012.

Welcome, New Members

If you're one of our newest members, welcome! As you look over your full financial picture to see where SF Fire Credit Union can help you with your financial needs, remember to consider your investment accounts. We provide comprehensive, advisor-assisted investing through our registered broker/dealer, CUSO Financial Services, LP.*

Call for a Free Appointment

If you've been a member of our credit union for some time, you're probably aware of the helpful Investment Services we have available. Give us a call to make an appointment for a financial check-up with one of our CFS Financial Advisors. It's always a great idea to review your portfolio and discover what you could be doing differently.

Meet Your Financial Advisors

Our Financial Advisors Dennis Adams and Stephen Seewer have worked together for more than twenty years and are well-informed on a full range of investment solutions.

Available Financial Planning Services Include:

  • Retirement planning
  • Income planning
  • Investment advisory and risk management
  • Life insurance services
  • Stocks, bonds, mutual funds, annuities, etc.
  • Financial planning
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. SF Fire Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.