Ventura County Credit Union proudly serves the people who live and work in Ventura and Santa Barbara Counties. We are a credit union in Ventura County able to provide numerous financial solutions, including investment services.

Services

CFS* Advisors

My Portfolio

Are you interested in saving for retirement? Want to start a retirement nest egg? You can count on us to help you prepare for the future you want to have. We can assist with strategic investment advice and long-term financial planning.   The financial advisors at Ventura County Credit Union are licensed through our broker/dealer CUSO Financial Services LP, (CFS) to sell non-deposit investment products.

Click here to check on the background of CFS on FINRA's BrokerCheck.

If you have questions, contact us at 805.477.4000

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Ventura County Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.