Notice: We are currently experiencing intermittent connectivity issues.  Online Banking and Mobile Banking are currently unavailable. Thank you for your patience as we work diligently to resolve this issue.
Notice: Campbell Branch is currently closed due to building maintenance. We apologize for the inconvenience and appreciate your understanding.
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Notice: Our Gilroy branch is currently experiencing intermittent connectivity issues. Thank you for your patience as we work diligently to resolve this issue.
System Maintenance: On Saturday, June 8th, we’ll be performing a scheduled maintenance starting at 9 p.m. PST and ending at 4 a.m. PST on Sunday, June 9th. During this time, Online, Mobile, and Phone Banking will not be available. Thank you for your patience as we update our systems to better serve you.
We’re experiencing technical difficulties with our phone system. We apologize for the inconvenience.
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ALERT: DON'T BE MISLED. 
County Federal will never call, email or text you to ask for information. Questions? Dial us directly at 800-282-6212 - we’re happy to help.
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All County Federal offices and branches will be closed on July 4th, in observance of Independence Day.
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Are you impacted by the severe weather? Contact us today to apply for our Emergency Relief Loan.

Wealth Management Services

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Investing & Retirement

Thinking about your future and retirement?

From financial planning to investments, insurance to annuities, our Financial Advisors can help you create a roadmap specific to your goals. If you seek to build a retirement portfolio with confidence, start today for your tomorrow.

Financial Products & Services

✓ Financial Planning
✓ Retirement Income Planning
✓ Mutual Funds
✓ Insurance & Annuities
✓ 401(k)s
✓ Traditional and Roth IRAs

✓ Stocks and Exchange Traded Funds (ETFs)
✓ Bonds
✓ Real Estate Investment Trusts (REITs)
✓ Unit Investment Trusts (UITs)
✓ College Savings Plans
✓ Qualified Plan Rollovers

If you wish to schedule a complimentary, no-obligation appointment to discuss retirement, college savings plans or IRAs,  contact us to reach a member of the County Federal Wealth Management team.

County Federal Wealth Management Team

Phone No.: 1-408-282-0756
Email: wealthmanagement@sccfcu.org

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. Santa Clara County Federal Credit Union, County Federal, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

VIEW A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).

VIEW A COPY OF OSAIC’S RELATIONSHIP SUMMARY (FORM CRS).

Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

NCUA
Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.
Equal Housing Lender
Certified - CDFI - US Department of the Treasury
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