State Employees' Credit Union, Financial Advisory Services
The mission of State Employees' Credit Union is to be the trusted provider of financial services to every eligible member and to enhance the value of their lives and financial well-being while maintaining our fiscal strength. Our motto is People Helping People and we operate under the working principle of Do the Right Thing.
If you are saving for long-term goals such as retirement or education and want to broaden your investment options, ask one of our Investment Representatives about investing in mutual funds. As a credit union member, you have access to low-cost, diversified stock and bond funds that can help you achieve your long-term financial goals through a consistent and regular investment plan.
Our Investment Representatives will talk with you about your goals and take into consideration your complete financial picture. After discussing potential risks and returns of stock market investing, we will help you choose the best mutual fund for your circumstances. We encourage you to contact your Investment Representative at least yearly, and whenever your goals or financial circumstances change.
Want to take control of your finances but not sure where to start? We can help get you on the right track. Whether you’re looking for a do-it-yourse
Did you know that SECU offers retirement planning advice? SECU employees can calculate your retirement readiness, discuss Social Security strategies, and offer guidance regarding state retirement or other pension options. Whether you are many years from retirement, planning to retire soon or already retired, we can assist you with your retirement planning needs free of charge! Different approaches are suitable depending on your age.
lf solution or guidance from a trusted professional, we’re here to help you reach your goals.