Financial Planning for every stage of life.
We were founded and owned by SCU Credit Union. For over 100 years, the credit union has been helping members with their deposit and lending needs. As the institution grew, the credit union noticed many members needed help making sense of their retirement options.
We launched SCU Financial in 2016 to help members with their financial planning and investment management needs. We're proud of the progress we've made and are eager to help you accomplish your financial goals.
Who We Are
We're a Registered Investment Advisor. We help our clients plan for financial life events like retirement, college, and buying a home.
We're a Fiduciary. This means that before we make any recommendations, we're required to have a deep understanding of your current financial situation and act in your best interest. This hasn't always been the case in financial services and we're proud to operate by this standard of advice.
Our Vision is to enhance the economic well being of our clients, to nurture long-term relationships and to continue our deep commitment to community service and involvement.
We believe that everyone needs and deserves a quality financial plan and investment advisor! Therefore, we do not have asset minimums to work with our firm.
What We Offer
People's finances are commonly ranked as one of the leading causes of stress. Our role as financial planners is to listen to you, understand what you're trying to accomplish, and put a plan together to help you achieve those financial goals.
SCU Financial is different. We match evidence-based investing with a holistic financial planning approach. If you would like to get started, you can create an account below. Once you sign-up for our investment platform, someone on our team will reach out and schedule a demonstration to walk you through the platform.
We believe that everyone needs and deserves a quality financial plan and investment advisor. Therefore, we do not have asset minimums in our firm.
Made for Main Street
We've designed our program to help everyone in our community. Whether you're just starting out, preparing for a large family expense or looking to retire, we can help through each chapter of your financial life.
It's important to serve our local community. We were founded on the need to help our neighbors become financially independent, healthy, and prosperous.
30 Pond Street
Sharon, MA 02067
Our Phone No.