Investment Services

Take steps today to reach your personal financial goals with help from CUSO Financial Services, L.P. (Member FINRA/SIPC) at Oregon State Credit Union.

Make an appointment with an advisor

Or call 800-732-0173 ext. 4296

Schedule your complimentary appointment today:
- Click on "make an appointment," fill out and submit the secure contact form and we'll contact you to schedule an advisor meeting at your convenience. Your appointment will be held at your preferred Oregon State Credit Union branch.

Advisors

Learn more about our CFS Finanical Advisors. Find the help you need regardless of your stage of life: our advisors can assist you with strategy, regular performance reviews and savvy adjustments whenever your plans change.

Brokerage and advisory services

Connect with brokerage and advisory services by phone or appointment for your financial planning needs.

Contact Investment Services

Make a complimentary appointment with our CUSO Financial Services, L.P. (“CFS”) Financial Advisors. After we receive your request we'll contact you to schedule a financial advisor appointment to be held at your convenience at your preferred Oregon State Credit Union branch.

Retirement

Get expertise in retirement planning, PERS retirement needs, and IRAs and rollovers.

Resources

Use View My Portfolio. Check your balances and CFS account activity.
Use eVISION for self-directed online trading.
Visit the Investments Learning Center. Browse articles about basic terms and concepts common to investing.