Investment Services

When you’re making important financial decisions, you want sound and personalized advice from someone who knows you.

Check out our Suncoast Investment Services website to learn how we can help.

Select a Service:

  • Suncoast Investment Services’ advisors will help you decide how to invest and manage assets that work towards your financial goals. Our advisors are committed to providing the outstanding level of service and personal attention that you deserve.

    Check the background of your financial professional on FINRA's BrokerCheck.


    Our Approach to Investing

    Our team of financial advisors is dedicated to helping you build the most appropriate portfolio for you, while maintaining your objectives and assessing your tolerance for investment risk. 

    Our services include:

    • Portfolio planning advisory
    • Asset allocation and management
    • Investment, retirement and financial planning
    • Tax-advantage investing**
    • Stocks, bonds and mutual funds
    • Annuities
     

    Workshops

    We offer a variety of online and in-person workshops to members. Reserve your seats today — space is limited.

     

*Suncoast Investment Services is a marketing name used by Suncoast Credit Union. 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. Suncoast Credit Union and Suncoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Suncoast Investment Services, and may also be employees of Suncoast Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suncoast Credit Union or Suncoast 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

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with 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.


** Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.


Insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.