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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.

* Required Fields
Common Life Events:
Financial Wellness:
Areas of Interest or Concern:
Priority (1=Low 5=High):

Contacting You

Let us know how you would like to be contacted, your schedule availability and a member of our Financial Planning team will reach out to schedule your free Life Events Check-Up.

How would you prefer we contact you?
Which SCU location do you regularly visit?
Which day works best for you to meet with a SCU Financial Planner?
What time of day would you prefer to meet with a SCU Financial Planner?
Security Code:

 


Registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory Office: 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. Neither MML Investors Services, LLC/Baystate Financial/Sharon Credit Union/SCU Financial nor any of their affiliates, employees or representatives provide specific tax or legal advice. Please consult your tax advisor or attorney for such guidance. Each firm is solely responsible for their products and services and Sharon Credit Union/SCU Financial is not affiliated with MML Investors Services, LLC. The investment products sold through MML Investors Services, LLC/Baystate Financial are not guaranteed by Sharon Credit Union, may lose value and are not insured by the NCUA. These products are not obligations of Sharon Credit Union and are not endorsed nor guaranteed by Sharon Credit Union.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. (www.sipc.com) Baystate Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500.

CRN202008-234782

Securities products and services offered are:

  • Not FDIC/NCUSIF Insured
  • Not a Condition of Any Bank Service
  • Not a Deposit Product
  • No Bank/Credit Union/Affiliate Guarantee
  • No Guarantee of Insurance Underwriter Performance
  • May Lose Value
  • The bank cannot condition an extension of credit on the purchase of an annuity or insurance product from the bank itself or one of its affiliates. Sharon Credit Union and SCU Financial are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.

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