Investment PlanningInvestment Planning Services
Just starting an investment program or seeking to review your retirement plan? We can help. There is no cost and no obligation for our review.
Investment planning services are provided by Sterne Agee, an investment firm founded in 1901 and chosen by State Credit Union to service our members throughout South Carolina. You can meet with an experienced Financial Advisor to discuss how we can help you manage your money.
To schedule an appointment, please contact your local State Credit Union branch or call our toll-free number at 1-800-868-8740 and we will be happy to assist you.
Sterne Agee offers a full array of investment products and services including managed portfolios, brokerage services, IRAs, annuities, life insurance, college savings plans, financial planning and cash management.
Sterne Agee is the trade name used for all subsidiaries of Sterne Agee Group, Inc. Investment Products and Investment Services offered through Sterne, Agee & Leach, Inc. Member NYSE/FINRA/SIPC. Advisory Services offered through Sterne Agee Investment Advisors, Inc. an SEC registered investment advisor. Not insured by NCUSIF/May Lose Value/Not a Deposit of or Guaranteed by the Credit Union or any Credit Union affiliate. A revenue sharing agreement exists between Sterne Agee and this financial institution.