Investments

Advisor Assisted Investing

Dennis Adams and Stephen Seewer are the CFS* Financial Advisors at SF Fire Credit Union.

Self-Directed Investing

eVision® is a popular do-it-yourself option for investing online that can provide quotes, charts, and analysis, 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).

* 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.