CAN I WORK WITH A FINANCIAL ADVISOR THROUGH SDFCU?

15. CAN I WORK WITH A FINANCIAL ADVISOR THROUGH SDFCU?

Answer

Yes. SDFCU members have the option to work with Securities America–affiliated financial advisors through SDFCU Financial Services. These advisors can assist with investment planning, retirement strategies, and portfolio management.

Using SDFCU’s investment services is entirely optional.