Investments Made Effortless

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With exceptional service and advice from people you know at a financial institution you trust, reaching your financial goals has never been simpler or easier. The experienced CFS professionals on our Investment Solutions team are here to help you meet your savings goals.
Saving money matters, and we want to make sure you understand the why and the how behind investments and long-term financial planning. Join us for a free upcoming seminar to learn more.
Created to help answer all your questions around planning for retirement, our Investment Solutions Center includes user-friendly tools, appointment scheduling, and more.
Sign up for our financial planning newsletter to get up-to-date advice on investments and savings. Plus, browse through the latest issues to stay financially savvy.
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*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. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

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