Educational Employees Credit Union
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Investments

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

Gwen Rodriguez

Linda Galloway Iva Goodwin  Gwen Rodriguez
Tom Gray    
Tom Gray    

Whether you're looking for retirement accounts, savings options, or life insurance, EECU Member Investment Services has access to 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


 

Learn more

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

Learn more

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.

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 NCUA INSURED MAY LOSE VALUE NO CREDIT UNION GUARANTEE
NOT A CREDIT UNION DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

1Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its Licensed affiliates.  EECU and EECU Member Investment Services are not registered broker-dealers nor are they affiliated with LPL Financial.

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

 

EECU Call Center
1-800-538-EECU (3328)