Recently married? Growing family? Planning to retire? Many recent life events can affect your investments. You may have questions your rep may be able to help with. Click here to set up your complimentary consultation today with our CUSO Financial Services Investment Representative*.
*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.