Brokerage and advisory services

Looking for one-on-one guidance for your financial planning?

We take a consultative approach to analyze your current portfolio and investment plan.

Our CFS* financial advisors are here to talk with you by phone or in person.

Call 800-732-0173 ext. 4296 or:

Make an appointment with an advisor

CFS* financial advisors can help you with:

  • Investment planning and advisory services

  • Socially Responsible Investing

  • Personal financial planning

  • 401k consultation

  • Retirement and retirement income planning

  • Life and long-term care insurance

Learn more about our advisors

Click here to see our team of CFS* Financial Advisors

 

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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