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Investment Services
Planning, Reducing Taxes, College Funding, Increasing Income, Building Capital
Whatever your long-term investment need, SMCU Investment Services can help provide a solution.
Begin with a free, no-obligation investment consultation. Our knowledgeable 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.
Start your future today! For more information, click
here.
To request a free, no obligation consultation, click
here or call (206) 398-5508 or (800) 334-2489, extension 508.
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 Linsco/Private Ledger, Member NASD ยท SIPC