Maps Investment Services
Available through CUSO Financial Services, L.P.*

Our team is conducting a Webinar Series on a variety of investment topics that include current market updates. This is one way to educate yourself without leaving the comfort and safety of your own home. 

In addition, we are providing one-on-one virtual appointments to review your current investments and develop a personalized retirement plan.

Request an appointment My Investment Portal e-Vision Trading


Webinar Series:

 

August

Secure Act
Tuesday, August 18 11:30 AM - The Secure Act: Estate Planning for Your Retirement Accounts

Economic Outlook
Wednesday, Aug 26, 12:00 PM - Economic Outlook (First Trust)

Investing
Thursday, Aug 13, 12:00 PM - Investing With Social Responsibility
Wednesday, Aug 19, 3:00 PM - Investing With Social Responsibility
Thursday, Aug 20, 12:00 PM - Plan and Build Your Secure Financial House
Tuesday, Aug 25, 2:00 PM - CD Alternatives - More Options Than You Think

Wednesday, Aug 26, 3:00 PM - Investing With Social Responsibility
Thursday, Aug 27, 5:30 PM - CD Alternatives - More Options Than You Think

Medicare and Healthcare
Thursday, Aug 27, 12:00 PM - ABC + D of Medicare

PERS and Retirement
Thursday, Aug 13, 3:00 PM - PERS and Retirement Planning (OPSRP)
Tuesday, Aug 18, 11:30 AM - Secure Act and Retirement Plans

Wednesday, Aug 19, 12:00 PM - When is your Retirement Date?
Tuesday, Aug 25, 12:00 PM - PERS and Retirement Planning (Tier 1 & 2)

Social Security
Tuesday, Aug 18, 12:00 PM - Social Security: Seven Keys to Enhancing Benefits

September

Economic Outlook 
Wednesday, Sep 23, 12:00 PM - Economic Outlook (First Trust)

Investing
Wednesday, Sep 2, 12:00 PM - Fundamentals of Investing
Thursday, Sep 3, 12:00 PM - Plan and Build Your Secure Financial House
Thursday, Sep 17, 12:00 PM - Investing With Social Responsibility
Thursday, Sep 24, 12:00 PM - CD Alternatives - More Options Than You Think

 Medicare and Healthcare
Thursday, Sep 10, 12:00 PM - ABC + D of Medicare
Tuesday, Sep 29, 12:00 PM - ABC + D of Medicare

PERS and Retirement
Wednesday, Sep 9, 12:00 PM - When is your Retirement Date?
Wednesday, Sep 9, 3:00 PM - Wealth Transfer - Take charge of your legacy
Wednesday, Sep 16, 12:00 PM - PERS and Retirement Planning (Tier 1 & 2)
Wednesday, Sep 16, 3:00 PM - Long Term Care Solutions
Wednesday, Sep 23, 3:00 PM - PERS and Retirement Planning (OPSRP)
Wednesday, Sep 30, 12:00 PM - When is your Retirement Date?
Wednesday, Sep 30, 3:00 PM - PERS and Retirement Planning (Tier 1 & 2)

Social Security
Wednesday, Sep 2, 3:00 PM - Social Security: Seven Keys to Enhancing Benefits

 


Get to know our Investment Team

Check the background of CUSO Financial Services, L.P.(CFS) on FINRA's BrokerCheck.

 

Wayne-web-photo-(1).png  Request an Appointment

Wayne Muller, ChFC®
Financial Advisor
CUSO Financial Services, L.P.

[email protected]
Phone: (503) 588-0181 ext. 3552
Fax: (503) 779-1567

 

Greg-Elker-web.png  Request an Appointment

Greg Elker
Financial Advisor
CUSO Financial Services, L.P.

[email protected]
Phone: (503) 779-1553 or 541-752-9031
Fax: (541) 752-9823

Koontz_Barbara_web.png  Request an Appointment

Barbara A. Koontz
Financial Advisor
CUSO Financial Services, L.P.

[email protected]
Phone: (541) 752-9031 or 503-779-1555
Fax: (541) 752-9823

 

Kyle-King-web.png  Request an Appointment

Kyle King, CRPC®, APMA®
Financial Advisor
CUSO Financial Services, L.P.

[email protected]‚Äč
Phone: (541) 752-9031 or 503-779-1554
Fax: (541) 752-9823


 

Online Access to Your Investment Portfolio

Member Portfolio View allows members using Maps Investments to view their investment accounts online through CUSO Financial Services, L.P. View your investment accounts.

Self-Directed Online Trading

If you are an investor who wants to make your own investment decisions, CUSO Financial Services, L.P.* is your quality choice for online investing, with commissions as low as $14.95**. Visit eVISION® Self-Directed Online Trading to learn more.


*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.

**eVISION ® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule is available online.