Investment Services

At USC Credit Union our vision is to provide our members 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, creating a comprehensive financial plan or just get a second opinion, 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 members like you.

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

 




Tom Tan, CFS* Financial Advisor

Phone: (213) 821-7269

Email: TTan@cusonet.com

Tom Tan, CFS* Financial Advisor is securities licensed in CA, FL, IL, IN, LA, MA, MI, MN, NV, OR, TX, and UT.
California Insurance License No. 0D83590
 


Jim Carlile, ChFC®,CFS* Financial Advisor

Phone: (213) 821-7238

Email: James.Carlile@cusonet.com

Jim Carlile, ChFC®, CFS* Financial Advisor is securities licensed in CA.
California Insurance License No. 0D12295

 

Just fill in your information below and one of our CFS* Financial Advisors will contact you!

First Name: 
Last Name: 
Phone Number: 
E-mail: 
Currently a USCCU member?  YesNo
Preferred form of communication:  By phoneBy email
Primary areas of interest :

Investments

Estate Planning

Retirement Planning- IRAs

Financial Planning

Life Insurance

Long-Term Care Insurance

Which branch would you visit? : 

Campus Center Branch

Flower Street Branch

Health Sciences Campus

Other

 

 

* Non-Deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment representatives are registered through CFS. USC Credit Union has contracted with CFS to make non-deposit investment products and services available to USC Credit Union members.
** For specific tax advice please consult a tax professional.

Investments offered through CUSO Financial Services, L.P ("CFS") (Member FINRA / SIPC) Not FDIC Insured. Not a Bank Guarantee or Obligation. Not a Deposit. May Lose Value.

ATM/Shared Branch Locator

 
SMS address, intersection or ZIP code to 692667 to find nearest surcharge-free ATMs.


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