Investments 

Retirement Planning

Whether you're starting to plan for retirement, getting married, saving for a child's education, or ready to retire, SCU can help! Visit our Retirement Central section for advice, planning tips, opening a new IRA account, managing an existing IRA account, calculator tools, and much more.

Investment Planning

For more personalized attention, schedule a no-cost, no-obligation review with our financial advisor.

Services

  • Rollover a 401(k) or Pension
  • Plan for Retirement
  • Fund an Education
  • Invest in Mutual Funds
  • Purchase Life Insurance
  • Get Long-Term Care Insurance
  • Learn about Wealth Management

Schedule an Investment Review

Call 800-868-8740 or visit your local branch.

Our Financial Advisor

A smiling headshot of Sean Campbell

Sean Campbell,
800-868-8740 ext. 8434

Our financial advisor, Sean Campbell, has more than 25 years of experience in the industry. The SCU Financial Program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

View our brochure on Working With a Financial Advisor.

Check the background of investment professionals on FINRA's BrokerCheck.

SCU Financial: Retirement, Insurance, Investments

SCU Financial advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/ SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-2652870.10719-0821