Investment Services
- Overview
- Advisor-Assisted Investing
- Self-Directed Investing
- Investment Planning Center
- Insurance Products
Meeting All of Your Insurance Needs
SF Fire Credit Union provides a variety of insurance services to protect your family’s finances through our partnership with CUSO Financial Services (CFS*):
- Term Life Insurance
- Whole Life Insurance
- Variable Annuities
- Fixed Annuities
- Long-term Care Insurance
- Variable Universal Life Insurance
Contact our CFS* Financial Advisors, Stephen Seewer (CA Insurance License #0A82045), or Nick Mohr (CA Insurance License #0J19725) to Schedule a No-Cost, No-Obligation Appointment to learn more about the insurance services available through CUSO Financial Services:
- Stephen Seewer: P: (415) 674-4846 E: sseewer@sffirecu.org
- Nick Mohr: P: ((415) 674-4845 E: nmohr.cfsinvest@sffirecu.org
* 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.
For more information contact our Contact Center.