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Investment products
Investment product are just one piece of the puzzle. Learn how our CFS* Financial Advisors can help you with the rest. Schedule a no-obligation consultation today.
Mutual funds
Mutual Funds can add diversity to your investment portfolio. Schedule a no-obligation consultation with our CFS Financial Advisors today.
Learn MoreStocks and bonds
Stocks and bonds might help you increase the return of the investments in your portfolio. Let our CFS Financial Advisors show you how today.
Learn MoreAnnuities
Annuities could be an option for maximizing your pretax contributions. Our CFS Financial Advisors can help you understand your choices. Schedule a no-obligation consultation today.
Learn MoreManaged accounts
Managed accounts can give you more control and flexibility of your portfolio. Schedule a no-obligation consultation with a CFS Financial Advisors to learn how.
Learn MoreTax free accounts
Grow your investments today and defer the taxes you pay until a later date. Learn more from one of our CFS Financial Advisors today.
Learn MoreIndividual Retirement Account (IRA)
Take advantage of additional retirement savings benefits and open an IRA. Schedule a no-obligation consultation with our CFS Financial Advisors today.
Learn MorePensions
Do you have questions about the options and features are available to you under your employer’s pension plan? Talk to one our CFS Financial Advisors today.
Learn More529 plans
Find out if saving for college with a 529 is beneficial for you. Schedule a no-obligation consultation with a CFS Financial Advisor today.
Learn More*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.
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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Wealth management
You’ve planned, saved and a put away for your retirement. Let our CFS Financial Advisors help you with your wealth management strategy.
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