Investment Services

stis logoWhen you’re making important financial decisions, you want sound and objective advice from someone who knows you.

Select a Service:

  • Suncoast Trust & Investment Services’ advisors, located at the credit union, will help you decide how to invest and manage assets that work to achieve your financial goals. And because our advisors are credit union employees, you’ll receive the same outstanding level of service and personal attention that you’ve come to expect.

    Check the background of our investment professionals 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
    • Brokerage services 
    • Tax-advantage investing*
    • Stocks, bonds and mutual funds
    • Annuities

    Call us at 1-866-300-9382.

     

     


    STIS Workshops

    Suncoast Trust & Investment Services offers a variety of online and in-person workshops to members through our Trust & Investment Services program. 

    Reserve your seats today — space is limited.