Financial planning isn’t just for long-term goals like retirement. It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. Take advantage of the professionalism of our CFS* investment representatives, available by appointment to meet and discuss your goals. Contact one of our CFS* investment representatives today to set up a no-cost, no-obligation consultation.
Retirement should be about enjoying yourself, not questioning your retirement plan. Our CFS representatives will provide you with the guidance and support you need to help take charge of your retirement.
Investing isn’t just about money – it’s about your future. Let us help you create the future you want for yourself and your family. Whether you’re an experienced investor or new to investing, we’re here to help you every step of the way.
The confidence in the relationship you have with your personal accounts now extends to your business. Let us help you set goals and plan for the future of your business. If you are looking for business services, insurance, or investment advice, CFS is here to help.
No matter your child’s age, it’s never too early to start planning for college. With our experience and guidance, we will help create the right plan to try to maximize your savings.
Just like anything in life, everything is easier when it’s in one place – and your retirement accounts should be no different. Our CFS representatives will help to streamline your investments and seek out new opportunities for your journey through retirement.
Your life is impossible to replace. Life insurance can help provide you with peace of mind and help provide your family with financial stability and security when it matters most.
*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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.