Now offering virtual appointments!
Your future deserves our full attention.
STCU Investment Services, by CFS*, provides face-to-face financial planning for everyone, from experienced investors to those just entering the workforce.
The CFS* Financial Advisors at STCU are 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 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.
What we offer.
- IRAs
- Mutual funds, stocks, bonds, annuities, and brokerage accounts.
- Rollover options for your 401(k), 403(b), 457, or Thrift Savings Plan (TSP).
- Insurance - Life, long-term care, and disability income insurance.
- Estate planning.
- College savings plans.
- Asset management and tax-efficient investments.
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 a convenient STCU branch location or by virtual appointment.
Call:
(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 St., Suite 105
Spokane, WA 99201-3719
Disclosures
*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Check the background of CUSO Financial Services, L.P. and our CFS* advisors on FINRA's BrokerCheck®.
See additional disclosures at cfsdisclosure.com, third party sites not affiliated with STCU.