Investment Services

Our goal is to provide you with sound financial guidance so you can make informed decisions about your future. Our services are offered without obligation. Your membership with the Credit Union has earned you this value-added benefit.

In addition to the many investment options SCE FCU offers, we invite you to utilize the services of SCE FCU Wealth Management for assistance with:

  • Strategies for generating life-lasting income
  • Investment management and retirement planning
  • Asset protection for aging parents
  • Life, disability and long-term care insurance
  • Estate planning
  • Stocks, bonds, mutual funds, annuities, etc.

Our wealth management advisors in California and Nevada are available to meet with you by appointment at our branch locations or by phone. Visit the SCE FCU Wealth Management site for a variety of tools, articles and information we hope you’ll find helpful.

SCE FCU Wealth Management