As a Credit Union member, you are entitled to a complimentary consultation with a knowledgeable CFS* Financial Advisor. Schedule a no-obligation consultation today.
Denali Federal Credit Union’s Investment Services, available through CUSO Financial Services, L.P. ("CFS")*, is designed to help you develop a sound strategy for reaching your long-term financial goals.
Check out all of our capabilities below.
*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. Denali Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
For specific tax advice, please consult a tax professional.
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.
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Fill out one of our lifestage calculators and request a call back for a no-obligation consultation with one of our CFS Financial Advisors today.