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Investment Services

Together, we can build a financial future that opens the doors of opportunity to you and your family.

An investment strategy as unique as you are

Stocks, bonds, mutual funds and tax-advantaged accounts. These financial tools are often associated with wealthy people. But the truth is, almost everyone can benefit from sound investment advice. 

Your goals immediately become our goals

Of course, you want your investments to make money. But at the heart of it, you're trying to achieve something more - whether it's sending a child to college or planning your own retirement. At Foothill Credit Union, our financial professionals can help put together a portfolio that reflects your priorities and anticipates your changing life circumstances. Here are the four steps we'll take:

  • Gather information: Listen carefully to your goals and concerns
  • Analyze and recommend: Research and evaluate alternatives, and share recommendations with you
  • Implement: Provide you with investment products and services to help you reach your goals
  • Monitor and review: Be an active, committed partner in making sure your plan continues to help you reach your financial goals over time


Meet Greg Norman

David Andrews

With the proper plan and an experienced professional partner working by your side, you'll be prepared to make sound decisions about saving, investing and insurance.

Contact Foothill Investment Services Financial Advisor

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** Foothill Investment Services Financial Professional are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-2270608.2-0820-0922

Hear What Our Members Are Saying

"I have been a member for 22 years. It is the customer service that keeps me coming back. I feel they are family."


- Pam K.

Checking Accounts

At Foothill Credit Union, we offer a variety of checking options designed for your unique lifestyle and individual financial goals.

Learn More

Foothill Credit Union is a full-service credit union with California branches in Arcadia, Covina and Glendora.