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Investments

Choosing an investment strategy, planning a budget, preparing for retirement, or researching your options. No matter what your goals are, our staff of experienced financial representatives is here to help.

Meet Your Investment Services Representatives


Bradley Towers	John Otto	Kong Phimmachack

Linda Galloway	Iva Goodwin	Gwen Rodriguez

Tom Gray

Whether you're looking for retirement accounts, savings options, or life insurance, we've got a full line of products and services designed for you!

Plan
For Your Future

Invest
In Your Future

Life Insurance -
Peace of Mind for Your Future

Retirement Plans
401(k) Plans
403(b) Plans
457 Plans
College Savings

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Mutual Funds
Educational Savings Account
Roth IRA
SEP IRA
Simple IRA
Traditional IRA
Fixed Annuity
Variable Annuity

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Term
Whole
Universal
Variable
Variable Universal
Indexed Universal Life

Learn more

Need to rollover a retirement account from an old job? We can help

How much will you need for retirement or college savings? Our handy calculators (located in the Resource tab) can help you create your plan.

Visit Market Commentary for a review of the past month's market activity.

We believe that when someone understands the value and basics of investing, they are more actively engaged in the management of their money. Learn more about retirement, insurance, investments, and more with our helpful articles.

Schedule An Appointment

Want to learn more about investing? Our investment professionals can help you design a plan to meet your goals and objectives in life. You can meet with them at a branch location convenient to you, and it's easy to schedule an appointment.

Request an appointment using our online form
Visit any EECU branch office and schedule an appointment
Call our Member Service Center at 559-437-7700 or 1-800-538-EECU

There is no obligation to purchase investment or insurance products through our investment professionals.

NOT FDIC/NCUSIF INSURED	MAY LOSE VALUE	NO BANK/CREDIT UNION GUARANTEE
NOT A DEPOSIT	NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

¹Securities and advisory services offered through Cetera Advisor Networks, LLC (doing business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other entity.

Investment products and services from this representative(s) available only to residents of California (CA).