SCU Financial Services
Getting Started
As with most things in life, it all starts with a conversation. Getting to know you is really the first step in our Financial Services process. It's important for us to understand your unique personal financial needs, your current financial situation, and your future objectives and goals. We understand that as your life changes, so will your financial needs. We will work with you to develop a financial plan that will carry you through every stage of life. Once your plan is in place, you'll have access to your accounts and valuable financial tools and information through our online account portal.
Tell Us About Yourself!
Get the conversation started today by completing the form below. This information gives our Financial Advisor an opportunity to learn a little about you and better prepare for your first meeting. Once submitted, our advisor will reach out to you with any questions and to schedule an appointment.
