Financial planning for your business

STCU Investment Services can help you manage your business and employee benefits, including retirement plans, group insurance, and deferred compensation.

STCU Investment Services is provided through CUSO Financial Services, L.P., (CFS) an independent broker-dealer and SEC registered investment advisor formed to help credit unions meet their members' investment needs. CFS licensed financial advisors at STCU are employees of the credit union, assisting you with brokerage accounts and financial management.

Check the background of CUSO Financial Services on FINRA's BrokerCheck®.

We can help with your...

  • Company retirement package, including 401(k), profit sharing, and defined benefit plans.
  • Group disability, life, and long-term care insurance coverage.
  • "Key person" insurance to protect your business from unexpected loss.
  • Deferred compensation package, or "golden handcuffs," to retain top executives and key employees.

Request a no-obligation review

Call STCU Investment Services to arrange a complimentary, no-obligation investment review. CFS licensed financial advisors are available to meet with you at your place of business or any STCU branch location.

Meet the financial advisor team.

Contact STCU Investment Services

Telephone:
(855) 802-3416 toll-free
(509) 755-7970 Washington
(208) 619-5220 Idaho
 
Email: investmentservices@stcu.org
 
Mailing address:
STCU Investment Services
Provided by CFS
9 S. Washington, Suite 105
Spokane, WA 99201-3719

*Important disclosures about STCU Investment Services and CFS

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment representatives are registered through CFS. STCU has contracted with CFS to make non-deposit investment products and services available to credit union members.