Our Investment Department can help you manage your money for wise investments and a healthy financial future.
We offer a range of services and can help you plan for life milestones-both expected and unforeseen. Be sure to check out our to prepare for your no-obligation consultation with a financial advisor.
The financial advisors at our credit union, registered through CUSO Financial Services, L.P. (CFS)1, can design a retirement strategy to match your budget, funding requirements and retirement target dates.
- Comprehensive personal financial reviews
- Map out an investment plan based on your risk tolerance and time horizons
- Guaranteed lifetime income programs
- Pre-and post-retirement planning
- 401K rollovers
- 403(b) expertise
We care about your financial well-being and know you have goals, such as buying a house, paying for your children’s education, saving for retirement or creating a retirement income stream. We can help you with creating a plan to reach your goals.
Our experienced financial advisors are registered through CUSO Financial Services, L.P. (CFS)1, and can help you choose strategies that fit you, your family and your budget. These include:
- 401(k) Rollover Options
- Roth & Traditional IRA's
- IRA Transfers
- Life Insurance Protection
- Tax-Deferred Investing
- Retirement Planning
- Saving for College
Make sound financial decisions based on your risk tolerance and investment needs. Our Financial Consultants can help provide resources to save, grow, and protect your assets—helping you reach your financial goals.
- Financial Needs Analysis
- Estate Planning
- Tax Strategies
- Mutual Funds
- Annuities and Bonds
- Brokered CDs
Investing in your education can be a financial burden. Our Financial Consultants can offer options to help you plan and save, preparing you for the costs of tuition and related expenses.
- Tax-Advantaged Savings
- 529 Plans
Life can be unpredictable. A financial roadmap can help you navigate life's uncertainties with confidence. Our Financial Consultants will work with you to develop a plan that fits your and your families needs—preparing you for the future.
- Life Insurance
- Long-term Care Planning
We’re here to take your financial confidence to the next level.
Dive into our Learn Center to explore various financial topics or to learn a little more about our practices.
Terms and Conditions
1Non-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 no 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.
CFS and its representatives do not provide tax advice. For specific tax advice please consult a qualified tax professional.
- Not NCUA insured or otherwise federally insured
- Not guarantees or obligations of the credit union
- May involve investment risk, may lose value
One or more of the CFS advisors associated with this site are securities licensed in the following states: Arizona, California, Colorado, Florida, Hawaii, Idaho, Maryland, Nevada, New Jersey, New Mexico, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wyoming.