Financial Check-Up

Schedule a Financial Check-Up with our expert Personal Bankers. Let's empower your finances together!

Improve Your Financial Future with Suffolk Credit Union 

Whether you're trying to improve your financial standing or simply planning for the future, our Financial Check-up is designed to help you achieve your goals. 

A Financial Check-up is a free, one-on-one consultation with one of our expert personal bankers where you can discuss short and long-term financial planning. 

A financial check-up can help you with: 

  • Getting out of debt: Learn strategies and create a plan to manage and eliminate your debt effectively. 

  • Improving your credit score: Understand the factors that impact your credit score and how you can improve it using tools like CreditScore+. 

  • Making large purchases: Get expert advice on planning and saving for significant investments, such as a home or car. Evaluate whether you should apply for a loan and the options available to you. 

  • Creating and following a budget: Develop a personalized budget that aligns with your financial goals, and discover helpful features like Buy Now, Pay Later. 

  • Saving up for your future: Evaluate our different types of savings account to secure your financial future, whether it’s for retirement, children, or other long-term plans. 

  • And more!

Getting started 

Getting started is real easy! Schedule a visit at your nearest Suffolk Credit Union branch and speak with one of our friendly personal bankers.  

Schedule A Visit 

Financial Education

Tips to tune-up your financial plan.