About us

Your financial goals may include planning for an independent retirement, helping a family member pay for college or saving for a new home. At UNFCU Financial Advisors, we offer a comprehensive selection of investment services in multiple currencies such as Swiss Francs and Euros through our partnership with Banque Cantonale de Genève.

Our Philosophy

We are committed to offering independent, unbiased and expert guidance through our partners to help you reach your financial objectives based on your tolerance for risk and investment timelines.

Who We Serve

UNFCU Advisors serves the investment needs of:

  1. Individual investors
  2. Credit unions
  3. Non-profit organizations
  4. Small businesses
  5. Corporations