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 photo of Sean CampbellSean Campbell

800-868-8740 ext. 8434

Financial advisor Sean Campbell has more than 25 years of experience in the industry.

A smiling photo of Taylor SomersTaylor Somers

800-868-8740 ext. 5406

Financial advisor Taylor Somers has more than 20+ years of experience in the industry and serves our Upstate locations while working out of the Greenville branch.

About the SCU Financial Program

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