At SCE FCU our goal is to provide you with sound financial advice so you can make informed decisions about your future. Our services are offered at no charge and without obligation. Your membership with SCE FCU has earned you this value-added benefit.
In addition to the many investment options the Credit Union offers in-house, we invite you to utilize the services of KWB Wealth Managers Group.* KWB Wealth Managers have been working with our members for more than a decade. In fact, you may have attended one of their on-site workshops. KWB was ranked among the nation’s top 100 independent financial advisors in the 2007 and 2008 issues of Barron’s, The Dow Jones Business and Weekly Financial magazine, based on the advisor's assets under management, hiscontribution to the firm's revenue and profits, and indications of service quality. KWB Wealth Managers are on-site at our Irwindale branch and are available to meet with you at our other branch locations by appointment. For more information, visit KWB’s website or call 800.478.8934.
No matter what your investment need, SCE FCU’s Financial Services Consultants can help guide you in the right direction. Send a secure email to request more information.
*Securities and Insurance Products offered through LPL Financial & its affiliates, Member FINRA/SIPC. Insurance Products offered through Private Ledger Insurance Services of California, Inc. Not federally insured. Not obligation of or guaranteed by the Credit Union. Involves investment risks and may lose value, including the possible loss of principal.
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