Investment Services

Schedule a consultation by calling the Investment Services Team at (206) 398-5707 or email directly at invest@smcu.com.

CDs are NCUA insured and offer a fixed rate of return and fixed principal value if held to maturity, whereas both the principal and yield of investment securities will fluctuate with changes in market conditions.

Planning, Reducing Taxes, College Funding, Increasing Income, Building Capital

SMCU has partnered with LPL Financial to help with your long-term investment needs.

Begin with a free, no-obligation investment consultation. Our knowledgeable LPL financial consultant, Bruce Brundige, will meet with you to assess your unique situation and to understand your goals. A personal investment plan will be developed that meets your financial objectives and helps you understand the potential risks and rewards of investing. Once you are comfortable with your investment plan, Bruce puts it in place. From that point, you and Bruce will periodically evaluate the performance of your portfolio and, if necessary, reallocate the assets based on changes in investment markets or your personal needs.

Our Services Include

• Retirement Planning
• College Planning
• Estate Planning
• Mutual Funds
• Stocks and Bonds
• Annuities
• Investment Advisory Services
• Life and Long-Term Care Insurance
• 401k and Pension Rollovers

Start your future today! For more information, click here.
To request a free, no obligation consultation, call (206) 398-5707 or (800) 334-2489, extension 707.

Securities & Insurance products offered through LPL Financial, & its affiliates, Member FINRA/SIPC

Advisory services offered through LPL Financial, a Register Investment Advisor.

Not NCUA Insured
No Credit Union Guarantee
Not Obligations of the Credit Union
May Lose Value

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction.

Securities are offered through LPL Financial, Member FINRA · SIPC

LPL Financial is not affiliated with SMCU

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, HI, ID, ME, MT, NV, OR, WA.