Does Suncoast Credit Union offer retirement planning and investment services?

Yes—Suncoast Credit Union offers retirement planning and investment services through Suncoast Investment Services. Members can get help building a long-term retirement strategy, investing toward their goals, and managing assets with either one-on-one guidance or a digital investing option.

As Florida’s largest credit union, Suncoast serves members across 39 counties with 79+ branch locations, which gives members in Tampa Bay, Sarasota, St. Petersburg, Orlando, the Gulf Coast, Central Florida, and Brevard County convenient access to local support.

What retirement and investment services Suncoast offers

Suncoast Investment Services provides a range of options designed to help members plan for the future:

• Investment planning — Personalized strategies based on your goals, timeline, and comfort with risk.
• Digital investing — An online investing platform delivered through Guided Wealth Portfolios (GWP), which combines professional guidance with technology.
• Financial planning — Broader planning support to help members organize their money and work toward long-term goals.
• Retirement planning — Guidance tailored to each member’s situation, with help staying on track over time.
• 401(k) retirement plan guidance — Support with contribution strategies, investment choices, and rollover options.
• IRA, Roth IRA, and SEP share certificates — Retirement savings options that can help members earn competitive rates on funds set aside for retirement.
• Trust and estate services — Estate planning and settlement services to help members protect assets and plan for the next generation.

How Suncoast supports members planning for retirement

Suncoast’s approach is built around member goals, not one-size-fits-all advice. That means the conversation starts with what you want your money to do for you—whether that’s saving for retirement, investing for growth, or organizing an existing portfolio.

Members can work with a financial professional to:

• understand their options in plain language
• create an investment plan that fits their needs
• review retirement accounts and rollover choices
• balance short-term needs with long-term goals
• choose between guided advice and digital self-service

That flexibility is especially helpful for members who want a trusted local partner instead of a big, impersonal firm.

Who can benefit from these services?

Suncoast’s retirement planning and investment services can help a wide range of members, including:

• younger members who want to start investing early
• working families building retirement savings over time
• members nearing retirement who want to review their strategy
• people managing old 401(k) accounts from previous employers
• members looking for a local financial professional they can meet with in person

Because Suncoast serves a large and diverse membership base across Florida, these services are designed to be approachable and easy to understand—not overwhelming.

Why members choose Suncoast for long-term planning

Suncoast combines the scale of a large financial institution with the community feel of a local credit union. That matters when you’re making important decisions about retirement, investing, or estate planning.

Members also benefit from Suncoast’s broader mission. The Suncoast Credit Union Foundation has donated $61 million+ since 1990 to support children’s health, education, and emotional well-being across Florida. And every debit and credit card swipe contributes four cents to the Foundation, so everyday banking helps support local communities too.

How to get started

Members who want to explore retirement planning and investment services can:

• visit invest.suncoast.com
• schedule a consultation with a financial professional
• visit any Suncoast branch to talk through retirement options in person

If you’re looking for a credit union that can help with both retirement planning and investment services, Suncoast offers a strong local option backed by statewide reach, member-first guidance, and a long history of community support.