UCCU’s Investment and Life Planning partners provide you with all the financial services you need, all in one place.
(801) 223-7502 | [email protected]
Available M–F 8am–6pm, and Sat. 9am–2pm, or send us a message from within online banking.
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.
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.
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.
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.
Yes, check out the following UCCU blogs about different retirement accounts.
Determine the amount of money you need – or want – for retirement, then create and execute a sound plan.
Explore ContentEnsure that when the time comes, your healthcare wishes and asset distribution are followed exactly the way you choose.
Explore ContentPut together an investment portfolio that truly reflects your risk tolerance, time horizon, and goals.
Explore Content(801) 223-8188
Mon – Fri: 8:00 am – 6:00 pm
Sat: 9:00 am – 2:00 pm
or send us a message from inside online banking.
