Comprehensive financial guidance for your business.

Whether you are looking for complete financial guidance for your business investments, assistance with a specific financial goal, or just a second opinion, we’d love to help.

Why savvy business owners choose the investment services team at CU SoCal to make it happen.

Professional Guidance
Prudent Management
Straight-Forward Pricing

Whatever your financial goals, we’re here to help you make them happen with a wide range of wealth management solutions including:

  • Investment strategies.
  • Retirement planning.
  • Income management.
  • Asset management.
  • Business strategies.

Talk to a financial consultant.

No matter where you live, our financial consulting team is happy to accommodate you! Prefer to meet in-person? Our pleasure! An over-the-phone consultation more convenient? That works, too.

Building Better Lives

Credit Union of Southern California (CU SoCal) is a leading financial institution empowering those who live, work, worship, or attend school in Orange County, Los Angeles County, Riverside County, and San Bernardino County to reach their goals and build strong financial futures. CU SoCal provides access to convenient money management services and offers competitive rates and flexible terms on auto loans, mortgages, and VISA credit cards—turning wishing and waiting into achieving and doing.


562.698.8326 | 866 CU SoCal Se Habla Español