Apply For a Loan

If you are a current member of SMCU, applying for a loan is easy. Just log into SMCU OnLine and click the green "Apply For A Loan" button located in the upper right hand corner.

              

Apply For a Loan

If you are a current member of SMCU, applying for a loan is easy. Just log into SMCU OnLine and click the green "Apply For A Loan" button located in the upper right hand corner.

              

Apply For a Loan

If you are a current member of SMCU, applying for a loan is easy. Just log into SMCU OnLine and click the green "Apply For A Loan" button located in the upper right hand corner.

              

Apply For a Loan

If you are a current member of SMCU, applying for a loan is easy. Just log into SMCU OnLine and click the green "Apply For A Loan" button located in the upper right hand corner.

              

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We will be performing network maintenance on our systems on Wednesday May 24th from 10pm to 10:30pm. During this time, www.smcu.org, SMCU OnLine, SMCU Mobile and Call24 will be unavailable. We apologize for any inconvenience this may cause.

It's Time.  Let us Answer Your IRA Questions.

It's never too soon or too late to start saving for retirement. And for a limited time, receive a $50 gift card when your rollover your retirement accounts!† The CFS* Investment Advisors located at SMCU are ready to meet with you and discuss all your investment needs, including questions regarding your Individual Retirement Account (IRA) roll over, transfer, or contribution needs.

Roll over a 401(k)
Perhaps you've changed jobs or are considering a move such as retirement. Rolling over an IRA is one of several options to consider for your former workplace retirement plan, such as a 401(k). Let us give you some sound advice.

Transfer an existing IRA
Consolidate assets by transferring an investment account from another financial institution and simplify your life. We can help.

Contribute to an IRA
Take charge of your financial future by maximizing all of the retirement savings opportunities available to you. Now that the 2016 tax year has ended itís time to begin focusing on 2017. You have until next yearís tax return due date (not including extensions) to contribute up to $5,500 to an IRA for 2017 ($6,500 if you will be age 50 by December 31, 2017).

Schedule your complimentary consultation with one of our dedicated CFS* Investment Advisors today!
 
Call Anatoly or Emilio today:

Investment Advisor
CUSO Financial Services, L.P.
Redwood City, East Palo Alto Branch & Palo Alto Branch1 locations
CA Insurance License #0D76283
(650) 817-1970 or ejohansen@smcu.org
Investment Advisor
CUSO Financial Services, L.P.
Westlake Daly City, South San Francisco & San Mateo Branch locations
CA Insurance License #0G92490
(650) 562-1250 or avilderman@smcu.org

†$50 gift card provided to all Credit Union members who roll over their IRA, 401(k), or 403(b) with CFS. Limit of two $50 gift cards per member, for a maximum annual total of $100. Offer valid through June 30, 2017. Credit Union members must schedule an appointment with CFS by June 30, 2017 to receive this offer. Must be 18 or older to participate, CFS reserves the right to provide a rain check or a substitute of equal or greater value. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors, including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

*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. San Mateo Credit Union has contracted with CFS to make
non-deposit investment products and services available to credit union members.

1 This location is available by appointment only

6