Pixel for iHeart Radio
Apply for a Loan

Investments and Life Planning

Learn More
Investments and Life Planning

UCCU’s Investment and Life Planning partners provide you with all the financial services you need, all in one place.

Ready to put you in control

Whether that means simply finding you the best financial options, or providing a better understanding of the financial opportunities available to you, the UCCU investments and life planning partners are ready to put you in control of your finances and your future.

These independent financial service providers are our trusted partners, hand-picked by UCCU, and committed to your financial success. 

You’ve got questions. We’ve got answers.

Let us help you get on the right path for financial success.


(801) 223-8188 | Branch Locations

Available M–F 8am–6pm, and Sat. 9am–2pm*.
*Saturday lobby hours vary per Branch Location

Frequently Asked Questions

What investment services does the UCCU offer to help members achieve their goals?

We offer personalized investment services tailored to your unique financial situation. Whether you’re saving for retirement, planning for your children’s education, or aiming for other long-term objectives, our experts are here to help you achieve your goals. By creating a life plan that aligns with your aspirations, we can develop an investment strategy that maximizes returns while minimizing risk.

How does the credit union assist members in creating a financial plan?

Our credit union assists members in creating a life plan that integrates investment strategies seamlessly. By understanding your long-term goals and financial aspirations, we develop a customized plan that not only focuses on investments but also encompasses broader life planning objectives. Through regular check-ins and adjustments, we ensure you stay on track towards achieving your goals and reap the benefits of life planning for the long term.

What educational resources and workshops does the credit union provide?

We provide a range of educational resources and workshops to empower members with the knowledge and skills needed for successful investments and life planning. From seminars on retirement planning to webinars on investment strategies, we equip you with the tools to make informed decisions about your financial future. By staying informed and engaged, you can increase the benefits of life planning and confidently navigate your long-term financial journey.

We’re here to help

Call or Text

(801) 223-8188
Mon – Fri: 8:00 am – 6:00 pm
Sat: 9:00 am – 2:00 pm

Submit a Question to our Support Team

or send us a message from inside online banking.

Stop by a Branch

Find a Location