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Invest

Save with purpose.

Where do you see yourself in the future? Our CUSO Financial Services (CFS) advisors offer personalized advice to help you plan ahead for your major milestones.

No Minimum Investment

Our CFS advisors can help find ways to grow even the smallest investments.

Online Portfolio Access

Stay on top of your portfolio at any time with My Portfolio.

Tailored Advice

Get a financial plan that is designed to meet your financial goals and needs.

Dedicated Support

Your advisor is available when you need it, from your first call and beyond.

No Obligation Consultation

Talk with our CFS advisors about your financial goals at no charge.

Managed Accounts

Your CFS advisor will continue to monitor your portfolio’s performance, even after your initial investment.

Your Advisor is with you through every step

Getting Started

Your relationship with your CFS advisor starts the moment you contact us. During your initial conversation, they will take time to get to know you and your financial goals.

Creating a Plan

Your CFS advisor will put together a plan based on your goals. They’ll explain what you can expect, walk you through next steps, and answer questions.

Ongoing Support

After your accounts are set up, your advisor is available to you on an ongoing basis. Have questions or want to make a change? Feel free to contact them; they’re here to help.

Open an IRA. Get $100.

Transfer an IRA or roll over a 401(k) with a minimum balance of $25,000 to a new CFS IRA and get a $100 Visa gift card.

Learn More »

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