Investments & Insurance
SF Fire Credit Union provides a wide range of investment and insurance products, services and opportunities through our broker dealer, CUSO Financial Services L.P. (CFS). We can help you reach your financial goals whether you’re someone who feels comfortable investing on your own or would like to work closely with an experienced advisor.
In This Section:
We are proud to provide our members with online resources to help with investment planning and financial services through eVision* our popular do-it-yourself option for investing online, an Investment Planning Center which offers online planning guides, as well as advisor assisted investing with Stephen Seewer and Dennis Adams*.
We offer a variety of insurance services to protect your family’s finances as well as debt protection for the consumer loans you hold with the Credit Union.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member 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.