Welcome to CCU Investment Services
Investing is one way to pursue your financial goals and you can take advantage of different investment options in your pursuit. Through our broker-dealer, LPL Financial, California Credit Union provides access to a full line of investment products and services designed to pursue your financial goals, now and in the future. Our Financial Consultants have extensive knowledge and experience working with teachers and faculty. In the comfortable setting of your local CCU branch, we'll help you sort through the complexities to see which options best meet your needs. And if you have a current plan, we're happy to provide a complimentary consultation. So whether you're just starting out or are well into an established financial plan, we can help you work toward your life goals.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.