SCU Investment Services

Real Advice
From Real People.

Guiding Sacramento Credit Union Members
Towards a Brighter Financial Future

Our LPL Financial Advisors provide consultation and/or products related to the following areas:

  • Classic financial planning
  • Asset management services
  • Private money management
  • Asset allocation
  • Mutual funds
  • Annuities
  • Stocks
  • Bonds (tax advantaged)
  • Retirement planning
  • College education planning
  • Estate planning
  • Long-term care planning
  • Insurance

Call Deanna Mohorich at (916) 444-6070 Ext. 3112 to schedule a consultation now.

CA Insurance License Information:
Tarik Eldin | Domicile:  CA | 800 H St, Sacramento CA 95814 | CA Insurance #0D51324
Michael Andrew Hastings | Domicile:  CA | 800 H St, Sacramento CA 95814 | CA Insurance #0H06855

Check the background of our investment professionals on FINRA's BrokerCheck at https://brokercheck.finra.org.

LPL Financial Form CRS

The LPL Financial registered representatives associated with this website may discuss and/or transact business with only residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sacramento Credit Union and SCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCU Investment Services, and may also be employees of Sacramento Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sacramento Credit Union or SCU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
Related Links:

800 H Street
Sacramento, CA 95814

Sacramento Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html