Control your investments with service and convenience.
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.
Our Services
Retirement Income Planning
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.
Financial Planning
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.
Investment Services for Business
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.
Education Planning
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.
Retirement Planning
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.
Insurance
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, LP (“CUSO Financial”) (“CFS”) a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial is a subsidiary of Atria.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
