TurboTax

We found a way to do your taxes in a fun kinda way

Do your taxes online using TurboTax »

Calculators!

Should I refinance?

Compute how much it will cost to refinance at a lower interest rate and how much savings there will be.

Calculators »

New Auto Loans from 2.99% APR ®

Perks

Our swag bag of services (sorry, caviar not included).

We like perks. And we want to pass these onto our members. You'll find savings, freebies, and cost saving ideas. We'll continue to add to our “Perk” list. So, check back often.

Visa Gift Cards

The perfect gift idea when you've run out of ideas

  • You choose the amount and they choose where to spend it
  • Good at millions of places
  • It's prepaid, so there's no overspending
  • Visa protection and security features*
  • Visit any branches to get Visa Gift Cards
  • Lost or stolen replacement cards apply to U.S. issued cards only.

*Visa's Zero Liability Policy does not apply to commercial credit card or ATM transactions, or to PIN transactions not processed by Visa. Notify your financial institution immediately of any fraudulent use. For specific restrictions, limitations and other details, see cardholder agreement or www.visa.com/security.

CU Visa TravelMoney Card

The card to take with you on vacation or business

  • Works just like travelers check
  • Load from $100 up to $5,000 on your instant-issued card
  • Worldwide cash access in local currencies
  • Free travel enhancements such as purchase security, travel and emergency assistance, lost luggage reimbursement, plus favorable foreign exchange rate
  • Balance is refunded if lost or stolen
  • Can be reloaded unlimited times
  • It's safe, secure and cancelable if lost or stolen
  • Reduces fears of ID theft
  • Transferable for use by spouse and children

Financial Consultants

You're not alone: FREE financial planning services

  • In partnership with Beardmore Consultant Services, they can help you develop, understand, and achieve your financial goals
  • They can talk to you about:
    • Budgeting
    • Getting your finances in order and create a workable budget
    • Establishing a system to pay down debt
    • Building a savings plan (Emergency/Periodic)
    • Life situation - Newly married, divorced, or lost a spouse
    • Bankruptcy: Is it the right move?
    • Avoiding bankruptcy: Make sure it never happens again
    • Is this a good time to make a major purchase (House/Car)?
    • Having too many overdrafts/too many fees. What to do?
    • How to read a credit report, check for accuracy, dispute incorrect items, and help raise your score.
    • Click here for a Personal Money Management Workbook

Call Ryan or George at (800) 940-5009, x701, or via email to Ryan Beardmore or George Beardmore for an appointment or a web conference.

Online Consumer Education

We've partnered with Harland Clarke to offer you an array of financial topics available at your fingertips 24/7.

  • Access to Youth and Consumer Financial Education modules such as “Consumer Protection”, “Credit & Loans”, “Financial ABCs”, and “Plan for the Future” that are brief, informative and interactive
  • Modules are also available in Spanish
  • Click here to get started!

Vacation Discount Programs

Book your next vacation through Get Away Today and save

  • Enjoy savings of up to 50% on fun family vacations, and “Kids Free” packages
  • You can find great savings on places such as:
    • Disneyland
    • Universal Studios Hollywood
    • Disney's California Adventure
    • Knotts Berry Farm
    • Sea World
    • LegoLand California
    • San Diego Zoo
    • San Diego Wild Animal Park
  • Get Away Today Vacations not only offer great benefit for you and your family, but also to our charities. By booking a vacation through Get Away Today Vacations, they'll make a donation to our worthy charities listed in our Charitable Funds Program.

Notary Service

We don't do tattoos, but we can notarize something for you

  • Notary Public Service is available to members of the Credit Union free of charge
  • Available at all our branches
  • Photo identification is required
  • Individuals must be present for signing so that the Notary can witness the signatures

Turbo Tax

We found a way to do your taxes in a fun kinda way

  • Do your taxes online using TurboTax
  • No software to download or install.
  • Fast, easy and safe
  • Walks you step-by-step through your entire tax return
  • With TurboTax your maximum tax refund is guaranteed
  • Get your refund in as few as eight (8) days when you e-file and use direct deposit.
  • Special guidance for first time users.
  • Maximum refund guaranteed or your money back
  • Can prepare taxes for free, then when you're ready to file or print, there is a small fee

Click here to get started!

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No priority is greater than our members.


Vacation Discounts

Book your next vacation through Get Away Today and save! Learn more.