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.
Get a financial plan that is designed to meet your financial goals and needs.
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.
Your CFS advisor will continue to monitor your portfolio’s performance, even after your initial investment.
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.
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.
*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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.