Financial planning for every member

STCU is here to help with your long-term dreams, whether it's retiring on your terms or saving for a life goal, like sending a child to college, taking the trip of a lifetime, or leaving a legacy for your family.

STCU Investment Services is for anyone -- experienced investors or those just getting started with a financial plan.*

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®.

What we offer

  • IRAs, mutual funds, stocks, bonds, and annuities.
  • Rollover options for your 401(k), 403(b), 457, or Thrift Savings Plan (TSP).
  • Insurance Life, long-term care, and disability income insurance.
  • College savings plans.
  • Asset management.

Request a no-obligation investment review

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

Meet the financial advisor team.

Register for a Financial Planning 101 Workshop.

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 map
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.