SDFCU : Services: Investment and Insurance Services

We all want to achieve certain financial goals in our lives, but where do you begin? State Department Federal Credit Union wants to help you and is now offering a comprehensive financial planning program designed exclusively for credit union members. Since everyone's financial needs are different, you need to ask a few important questions before beginning the investment process:

When do I need the money?
What do I want from my investment?
Are my goals realistic?
What is my tolerance for investment risk?
How many years do I have to invest?

No one mix of investments is ideal for everyone. Your portfolio should be tailored to your individual financial needs and risk tolerance, and flexible enough that it can be modified as your age and investment needs change.

At no cost or obligation, a financial advisor made available through State Department Federal Credit Union can help you develop a personalized financial program that's tailored to your lifestyle and other financial management goals. For more information, call 866-CUSERVE or visit www.sdfcu.cuserve.org.

We will be adding new articles all the time, so be sure to check back often.

Plan Now for Retirement
Release the Tax Hold on Your Earnings

Registered representatives of and investments offered through Financial Network Investment Corporation. Member SIPC. Program made available through UniTrust Financial Services located at 4875 Eisenhower Ave, Suite 220 Alexandria, VA 22304. UniTrust Financial/Credit Union and Financial Network are not affiliated. Investments are NOT NCUA/NCUSIF INSURED, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE.

Budget Counseling
Calculators
Clear Card
CU Insurance Services
CU Realty
Foreign Currency Exchange
Hertz Member Savings
Insurance Services
Member Emeritus
Notary Services
Quest Travel Service
Safe Deposit Boxes
UniTrust Financial Services
Wire Transfers

Have A Question?

Enter a question above to search our database of FAQ's. If you don't find what you are looking for, please submit your question to us so that we can better serve your needs!