Personal Resources

USC Credit Union has proudly served the Trojan family since 1973.

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What Investment Services does USC Credit Union offer?

Our vision is to provide our members with superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with USC Credit Union extends to Investment and Insurance Services available through our broker dealer CUSO Financial Services, LP.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, or creating a comprehensive financial plan, we’re here to help. With a combined total of over 30 years of financial services experience, our CFS* Financial Advisors can provide you individualized service and are here to work directly with you. Contact any USC Credit Union branch for assistance with investment services.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance