Investment Center

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Meet your Advisor

As a credit union member, did you know you have a personal financial advisor? He is here to assist you with everything from financial advice to retirement planning. He is eager to meet you, get to know you, and establish a plan that will serve all of your financial needs. Click here to set up your complimentary consultation today with a CFS Representative at Pathways Financial Credit Union.

 *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 contact a tax professional.

 

Let Your Money Keep Working for You this Labor Day

Your money can continue to earn dividends while you are at the beach or the ball game.  Take a look at our current certificate and share rates by logging in and clicking New Accounts and then Shares and Certificates.

 

As the Seasons Change, Keep Security in Mind

With summer winding down and kids heading back to school, remember to stay one step ahead of potential scammers.  Never respond to unsolicited requests for your financial information.  Review tips for keeping your money secure by visiting cusecure.org.

 

New School Year, New Password

Changing your password on a regular basis is a smart way to avoid identity theft.  To update your password, log in and select Info Center at the top of the page, then select Password.