Planning and Advice

Planning and Advice

Looking for financial planning and advice from someone you can trust to keep your best interests in mind? We're here to help.
Planning and Advice


We understand that your need for financial planning and advice will vary depending on the stages of your life.  You may be planning for your university tuition, or be new parents planning ahead for your children's education.  You might be saving for your first home or downsizing now that the kids are grown and gone.  You could be saving for your retirement or ready to enjoy the results of your retirement investments.

Whatever your lifestyle or stage of life, Sudbury Credit Union can help you maximize your opportunities for financial success.  We have the tools, products and services, and knowledge to help you achieve your goals.

Stages in Your Life

This section of our website provides you with practical information and advice. We encourage you to contact us for further information on any of the topics listed.
 

Meet with a Financial Advisor

Ready to meet with a Financial Advisor? Schedule an appointment today.