INVESTMENT SERVICES
As a member of Sarasota Coastal Credit Union, we want to help you meet your financial goals.
We offer an array of products & services including:
DROP seminars
One on One or Group Consultations
Pre-Retirement Planning: IRA, SEP, SIMPLES, TSA, DROP
401(k) and 403(b) Rollovers
Health Savings Accounts (HSAs)
Investment Products:
~ Stocks
~ Mutual Funds
~ Bonds
~ Equity Trading
~ Annuities
~ Fixed Income Products
~ Educational Funding Planning: 529 Plans, Coverdell IRAs, UGMAs (Uniform Gift to Minor Act)
Financial Check-Ups
Our Southern Division Registered Representative:
Becky Fisher
(941) 907-4074
beckyfisher@sccu.org
For more information, please visit Achieva Financial Planning and Trust Services .
Representatives are registered, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
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