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Full Service Investments

Full Service InvestmentsA professional partnership for your investments.

Look no further than your Credit Union to develop a financial roadmap toward your future. Experienced Financial Advisors* at BCU Investment Advisors provide individualized financial planning services, and work directly with you. No matter the life stage you’re in or what goals you have, a Financial Advisor will assist you in successfully achieving your financial plans.

Our disciplined approach helps you to:

  • Protect your assets
  • Build and manage wealth
  • Identify options to pay for a child’s education
  • Create a retirement income stream
  • Plan your legacy.
  • To get started on achieving your goals today with a free, no-obligation appointment:

  • Contact by email
  • Call us at 800-388-7000 x8700
  • *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. BCU has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU.