All of our branches will be closed on Monday, January 20, 2020 in observance of Martin Luther King, Jr. Day.
Helping you find the right investment course"Established in 1996, CFS (CUSO Financial Services) offers a full range of investment and insurance solutions to more than 150 credit unions across the country. Our mission is to grow successful investment programs that help members gain and maintain their own financial security." — Valorie Seyfert, President and CEO CUSO Financial Services, LP
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. 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 qualified 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.
FINRA | SIPC