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Investment Services

Look Forward to Your Future

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Investment Services are offered through CFS*
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Secure Your Future

long-term goals, short-term flexibility

You work hard – every single day – to build your business and your success. Prepare for a secure future while remaining financially nimble. Our Investment Services team is here to help you do just that.

long-term goals, short-term flexibility
So… How Does It Work?

purpose-driven planning centered around you

Realize What’s Possible

ready to chat with the investment services experts?

Whether you’re just starting to invest or looking to evaluate your existing strategy, our CFS Representatives can assist you with:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments**
  • Retirement Income Strategies
  • Education Funding
  • Life and Long-Term Care Insurance
ready to chat with the investment services experts?

donna p. jackson

CUSO FINANCIAL SERVICES ADVISOR

My financial planning philosophy is this: I believe in a simple, straightforward, hands-on approach that is based on mutual trust, open communication, and an ongoing relationship.

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michael crutchfield

CUSO FINANCIAL SERVICES ADVISOR

Whether I am building a written holistic financial plan or providing guidance around matters such as savings for college or retirement, I will always put your interests first.

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tiffany yee

CUSO FINANCIAL SERVICES ADVISOR

Utilizing a comprehensive financial planning approach, my primary focus is to assist my clients in achieving their unique retirement and investment goals.

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tony alvarez

CUSO FINANCIAL SERVICES ADVISOR

My approach revolves around fostering financial education, ensuring members have the knowledge needed to make informed decisions. 

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growing your money, your way

We can’t wait to learn about you, your business, and your goals. Let’s get started...