Welcome to San Mateo Credit Union

The Wealth Advisors at San Mateo Credit Union, available through CUSO Financial Services, L.P. (CFS)*, are here to help you identify your long-range goals and develop a plan to help you meet them. The best way to work towards a relatively secure future is to develop and maintain a personalized plan with an experienced investment representative at your side. Our CFS*Wealth Advisors are here to help you make smart financial choices.

Contact Button       Make an Appointment button