TCCU offers onsite financial planning services. Jeff Murphy, our new financial adviser, can help you plan for education, maximize your return on investment products, and advise you on term insurance policies.
Appointments are recommended and free to members. Jeff is in the office on Wednesdays from 9:30 a.m. to 5:30 p.m. Please call (310) 618-9111ext 27 for an appointment.
Investment advisory services and securities offered through CUE Financial Group, Inc., a registered investment advisor and broker/dealer, member NASD/SIPC. Securities and insurance products are not insured by any federal agency and are subject to investment risks, including possible loss of principal invested. CUE may receive commissions in connection with insurance or securities transactions conducted through it. CUE Financial Group California insurance license #076-1300. These products are not obligations of the credit union and are not guaranteed by the credit union or any affiliated entity.