Leave the planning to us.

Whether you’re looking for complete financial guidance, assistance with a specific financial goal, or just a second opinion,
Investment Services located at Credit Union Services would love to help.

Why savvy consumers choose the investment services team located at CU SoCal to make it happen.

Professional Guidance
Prudent Management
Full-Service
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
  • Family Strategies
Talk to a financial consultant today.

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

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Start Investing In Minutes

Investing is in the palm of your hands with our new online investment platform that combines advanced technology with the personal touch of a financial advisor. With as little as $5,000, you can start investing in your future today.
 

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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

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