Financial Education

San Francisco Federal Credit Union is committed to helping our members work toward their financial goals. You can benefit from sound financial advice through our partner services.

Financial Planning & Investments

May Toy and Bill Montanary of Securities America specialize in helping individuals meet their financial goals and the initial consultation is FREE. Find out more.

Insurance Services

Making the right financial decisions along life's journey is sometimes difficult without help visualizing the important steps along the way. Find out more.

Managing Your Finances

At San Francisco Federal Credit Union, we want to make sure you are financially healthy. This includes the health of everything from your checking account to your credit report.

• Financial Hardship Assistance
  If you are having difficulty making timely payments on your loans or dealing with unexpected expenses, we may be able to lend a helping hand.
• Get Your Free Credit Report
  Keep informed of your credit score and monitor recent activity to be sure that your credit information is secure.
• Identity Theft Tips
  Learn about identity theft & what you can do if you have been a victim
• Financial Planning Calculators
• File Your Taxes with TurboTax
• Financial Education Seminar

Financial Management Tools - BALANCE

San Francisco FCU has partnered with BALANCE, a FREE financial fitness program, to help members achieve their financial goals or get through difficult financial situations through comprehensive services and tools. Learn more.

HelpYouThrive - A Financial Website for Consumers

Provided by the California Credit Union League, HelpYouThrive provides credit union members with easy-to-understand financial information and helpful tools. They have put together a wealth of resources - to make your journey and navigation through the financial world a bit easier. Feel free share this great new resource with your family and friends, so they can take advantage of it as well. Learn more.

Learn More:
• BalanceTrack - Personal Finance Education Center
• Understanding How to Manage Your Checking Account (Balance)
• Common Practices of Identity Thieves (Balance)