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Wealth Management Services

Let us help you learn about the many ways you can start growing and managing your wealth.

Receive money

No cost

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No commitment

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No minimums


5 star service

Plan for your Future

You may not have a crystal ball, but you can trust your financial future is safer with the proper wealth management strategies.

Investment Options

With a variety of investment products, you are sure to find the right wealth management strategy for your circumstances.

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Currency shopping

Mutual Funds

Money conversation


Meet with a Financial Professional

We understand investing and financial planning can feel intimidating, so schedule a no-cost, no-obligation wealth management services meeting today.

Plan for your future and start investing

You deserve the best financial future possible, so allow us to help you find the right products and services to grow your wealth.


*SCCU Retirement and Investment Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

The SCCU Retirement & Financial program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit