Investment Services are offered through CFS* Check the background of this firm on FINRA’s BrokerCheck
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.
So… How Does It Work?
purpose-driven planning centered around you
start with a conversation
Open communication is key – you’ll tell us where you want to go and we’ll give you honest, open feedback on how you can get there.
discover your perfect plan
Focused, goal-driven planning puts you on a clear path to achieve your financial goals.
ready for tomorrow
A shift in business might mean a change to your investment strategy – and we get that! Our built-in flexibility and support ensure you’re prepared.
*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.
growing your money, your way
We can’t wait to learn about you, your business, and your goals. Let’s get started...
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