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Investment Planning

Investment Planning Services

Just starting an investment program or seeking to review your retirement plan? We can help. There is no cost and no obligation for our review. 

Investment planning services are now provided by Stifel Financial Corporation, an investment firm founded in 1890 and chosen by State Credit Union to service our members throughout South Carolina. You can meet with an experienced Financial Advisor to discuss how we can help you manage your money.

To schedule an appointment, please contact your local State Credit Union branch or call our toll-free number at 1-800-868-8740 and we will be happy to assist you. 

Stifel offers a full array of investment products and services including managed portfolios, brokerage services, IRAs, annuities, life insurance, college savings plans, financial planning and cash management.

Stifel is the trade name used for Stifel Financial Corp. and/or any of its wholly owned subsidiaries.  Investment products and investment services are offered through Stifel, Nicolaus & Company, Incorporated. Member NYSE/FINRA/SIPC. Products offered: (1) are not insured by the FDIC or NCUSIF; (2) are not obligations of State Credit Union; (3) are not guaranteed by State Credit Union and (4) involve investment risk, including possible loss of principal.  A revenue-sharing agreement exists between Stifel and this financial institution.

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SC State Credit Union 800-868-8740 | 803-343-0300