Members of San Jose Credit Union will have access to financial and investment planning services through a partnership with CU Financial Partners LLC.
Registered investment advisor CU Financial Partners’ services include retirement planning, investments, insurance, and member education. Initial consultations are free to members, according to the $130 million San Jose CU.
In addition to financial planning services, CU Financial Partners will hold monthly seminars on various topics with the first session on retirement planning scheduled for Jan. 24.
CU Financial Partners is a branch of Foothill Securities Inc.
Chartered in 1932 to serve employees of San Jose, Calif., the credit union has more than 12,500 members.