San Mateo Credit Union Wealth ManagementSan Mateo Credit Union Wealth ManagementSan Mateo Credit Union Wealth ManagementSan Mateo Credit Union Wealth Management
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Redwood City Main Branch

555 Marshall Street
Redwood City, CA 94063
Map: Google
New Expanded Hours:
Mon – Fri 9 A.M. – 6 P.M.
Sat 9 A.M. – 2 P.M.

San Mateo Branch

1515 S. El Camino Real
San Mateo, CA 94402
Map: Google
Mon – Thurs 9 A.M. – 5 P.M.
Friday 9 A.M. – 6 P.M.
Saturday 9 A.M – 1 P.M.

Westlake Branch

415 Westlake Center
Daly City, CA 94015
Map: Google
Mon – Fri 10 A.M. – 6 P.M.
Saturday 10 A.M. – 3 P.M.

East Palo Alto Branch

1735 East Bayshore Road
East Palo Alto, CA 94303
Map: Google
Mon- Thurs 9 A.M. – 5 P.M.
Friday 9 A.M. – 6 P.M.
Saturday 10 A.M. – 2 P.M.

South San Francisco Branch

150 El Camino Real
South San Francisco, CA 94080
Map: Google
Mon – Thurs 9 A.M. – 5 P.M.
Friday 9 A.M. – 6 P.M.
Saturday 9 A.M – 2 P.M.M.

North Fair Oaks Branch

3117 Middlefield Road
Redwood City, CA 94063
Map: Google
Tue-Fri 10 A.M. 6 P.M.
Sat 10 A.M. – 4 P.M.

Palo Alto Branch

616 Ramona Street, Suite 3
Palo Alto, CA 94301
Map: Google
Mon – Thurs 9 A.M. – 5 P.M.
Fri 9 A.M. – 6 P.M.

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

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
  • Wealth Management
  • Services
  • Lifestage Calculators
    • Retirement
    • Investing
    • IRA Options
    • 401k
    • College
    • Life Insurance
  • Contact Us
  • Log On
    • Member Portfolio
    • eVISION
San Mateo Credit Union Wealth Management