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Investments and Life Planning

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

Talk to a Business Loan & Service Expert

(801) 223-7665 | [email protected]
or visit us at any UCCU branch location.

Available M–F 9am–5:30pm

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. 

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Call or Text

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

Send an Email

[email protected]
Or send us a message from inside online banking.

Stop by a Branch

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