Financial Wellness Checkup

Start your financial wellness journey

Every journey starts with one step. Your financial journey should start with a free financial wellness checkup with us.

These checkups are for anyone, from budgeting newbies to investment wizards. Our trained financial counselors help you review your current situation and chart a path forward to reaching your goals.

Schedule a financial wellness checkup

We offer financial wellness checkups in-person or virtually. In the 45-minute session, we’ll help you with financial topics like:

  • Household budgeting
  • New purchases and financing options
  • Lending opportunities, like home loans or auto loans
  • Debt management
  • Savings and financial goals
SCHEDULE IN-PERSON APPOINTMENT
SCHEDULE VIRTUAL APPOINTMENT
Score more points

Earn points, deals, and exclusive Terps perks

Whether you’re a Terps fan or someone who wants an everyday card loaded with valuable benefits, The Official Credit Card of the Maryland Terrapins is the one for you. Earn 3x points on gas, groceries, and your streaming services†, 2x points on dining and travel†, 1x points on all other purchases†, and so much more.

APPLY TODAY

Get started today

Becoming a member is easier than you think. With state-of-the-art financial centers all throughout Maryland, 50,000+ free ATMS, and a full range of banking services, there are so many reasons to love SECU.

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