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How Do You Navigate Through Retirement in an Up and Down Market?

Have you been noticing your investment and retirement accounts volatility?

Are you concerned about meeting your retirement needs?

It may be time for a 2nd opinion.

Sb1's Financial Services department can help lead the way.
Our CFS* Financial Advisor, Jim Tait, at Sb1, can give you a complimentary consultation to review your existing investments (IRAs, 401ks, brokerage accounts) and he will do so by concentrating on your needs, your objectives and your goals. 

You'll have access to a full range of investment options and services:
  • Retirement Planning  
  • Investing for Income in Retirement
  • Managed Portfolios
  • Tax Free/Deferred Investing
  • Long Term Care Insurance
  • Managed Portfolios
  • Saving for Higher Education
    Estate Planning
  • Life Insurance
  • Traditional & Roth IRAs
  • Monthly Investment Strategies

Schedule your complimentary consultation today!
To learn more contact Jim today at 888.564.4900, or by email at james.tait@sb1fcu.org.

You can also learn more by clicking on the "Sb1 Financial Services" tab at the top of this page.

*Securities offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, (Member FINRA/SIPC). Financial representatives are independent and registered through CFS. The products offered are not NCUA/NCUSIF or otherwise insured; are not obligations of the Credit Union; are not guaranteed by the Credit Union; involve investment risks, including possible risk of principal.


Current Rates
Featured rates: (*APY)
12-month Regular Share Certificates 3.25%
24-month Regular Share Certificates 3.40%
36-month Regular Share Certificates 5.00%
Elite Money Market Account up to 2.85%
Club Accounts 1.25%
*APY = Annual Percentage Yield.

see all rates >>

 
Sb1's routing number
is 236087664.
The routing and transit number is a nine-digit code that is unique to Sb1 and allows electronic/check payments to be identified in transit. It can also be found on your personal checks.

Use the routing number when setting up Direct Deposit and payroll deductions for your Sb1 accounts.

 
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