Strategize

It’s never too early to start investing in your future.

Investment Services

Schedule a No-Cost, No-Obligation Appointment:
Select the time that works for you through our online appointment tool..

Meet Our CFS* Financial Advisors

Stephen Seewer
Stephen Seewer is a financial advisor at SF Fire Credit Union. He is registered through our broker-dealer CUSO Financial Services, L.P. (CFS)* and brings with him twenty years of experience… Read More

Nick Mohr
Nick Mohr is a financial advisor at SF Fire Credit Union and is registered through our broker-dealer CUSO Financial Services, L.P. (CFS*). Nick brings with him eight years of experience… Read More


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

Check the background of the firm on FINRA’s BrokerCheck

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (FINRASIPC) 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.