Investments
Advisor Assisted Investing
SF Fire Credit Union’s financial advisor is Stephen Seewer. He is registered through the Credit Union’s broker-dealer CUSO Financial Services, L.P. (CFS) and brings with him twenty years of experience as a licensed securities broker.
Self-Directed Investing
eVision* is a popular do-it-yourself option for investing online that can provide quotes, charts, and analyses, plus high-powered tools for managing your portfolio.
Investment Planning Center
Whether you’re looking to determine how much you need to save for retirement or are seeking sound investment advice, learn more through our online modules which can help you assess your personal financial profile
For more information regarding any of the products and services outlined above or to schedule a no-cost, no-obligation appointment, please visit the main SF Fire Credit Union branch, or call us today: (888) 499-FIRE (3473).
Investments offered through CUSO Financial Services, LP (CFS), are not NCUA/NCUSIF or ASI insured, are not Credit Union guaranteed and may lose value. Financial advisors are employees of SF Fire Credit Union and are registered through CFS. SF Fire Credit Union is affiliated with CFS (Member FINRA/SIPC.)