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investment planning
investment planning

CBC Services Organization, Inc. and Insurance Agency (CALIC #0750655) offers financial consultation and insurer based financial products. The services, available to anyone regardless of credit union membership, include complimentary initial consultations, analysis and customized proposals to ensure specific client needs are considered regarding savings growth, insurance, tax, retirement, and estate matters.

We can help you learn how to:

  • Get more from your savings dollar
  • Double your spendable income from the same money
  • Grow your nest egg tax-free
  • Reduce taxes on current interest to zero
  • Get a tax cut now

Get guaranteed safety, liquidity and financial performance.

Please call us at (805) 988-2151 for details and customized proposals. Or simply E-mail your request for information.

NOTE: CBC Services Organization, Inc. is a California corporation separate and distinct from CBC Federal Credit Union. Investments made with or through CBC Services Organization, Inc. are not endorsed, guaranteed, or insured by the Credit Union or by any agency of the federal government. Insurance products are provided by insurance companies and they are solely responsible for the product being sold. Not an advertisement for a specific financial product. Consult with your advisors. Past performance is not a guarantee of future results.


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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government AgencyEqual Housing Lender
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