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

We are providing one-on-one virtual appointments to review your future financial goals, current investments, and develop a personalized retirement plan.

Learn more about our team and check out our financial webinars here.

We're looking forward to helping you.

Find a mobile friendly form HERE

*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.