Will Provide Members Retirement Planning, Wealth Management Solutions
Columbia, SC – James Robinson has joined State Credit Union as a financial advisor, exclusively serving the credit union’s membership through SCU Financial Services. James, a financial advisor with over three years of experience in the financial industry, is now available to meet with individuals in our Upstate locations to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.
“Our goal is to be a life-long, trusted partner for our members,” explains Rick Hammond, CEO of State Credit Union. “James shares these goals, along with the credit union values of trust, safety and service every member of the State Credit Union team strives to achieve. I’m confident James will provide our members with the information and support to meet their financial planning needs.”
“I look forward to serving the retirement planning and wealth management needs of State Credit Union’s membership,” says James Robinson. “I can provide professional assistance, quality financial products and dependable service to help members achieve their personal financial goals.”
Designed exclusively for credit union members, SCU Financial is a full-service financial advisory program providing retirement, insurance and investment services to individuals. SCU Financial can assist members statewide now with the addition of James Robinson, the second of two financial advisors.
Products and services provided by the financial advisory program include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.
The program works in cooperation with State Credit Union and complements the wide range of products and services the credit union makes available to its members
For more information, visit our Investments page, contact State Credit Union at 1-800-868-8740. Or, you may contact James Robinson directly at 1-800-868-8740 x 5406 today for a no-cost, no-obligation appointment.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.