Financial Advisors

Do you need some extra guidance on your saving and retirement planning? CBC Services Organization, Inc. and Insurance Agency (CALIC #0750655), a wholly-owned subsidiary of CBC Federal Credit Union, can help you learn how to:

  • Get more income from your investment savings dollar
  • Grow your nest egg with tax-deferred investment options
  • Obtain safety, liquidity and financial performance - from highly rated insurance companies

Please call us at (805) 988-2151 or simply E-mail your request for information.

*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 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 advisor. For information only. Not intended to create public interest in the sale of annuities. Past performance is not a guarantee of future results.