Investment Options

Your Investments

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 the Credit Union 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, this contribution to the firm's revenue and profits, and indications of service quality.

KWB Wealth Managers Group can help you with:

  • Strategies for generating life-lasting income
  • Asset management and retirement planning
  • Asset protection for aging parents
  • Life, disability and long-term care insurance
  • Estate planning and Living Trusts
  • Stocks, bonds, mutual funds, annuities, etc.

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.

 

Offered through KWB Wealth Managers Group. Securities and Insurance Products offered through LPL Financial & its affiliates, Member FINRA/SIPC. 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.