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Investment Services

You’re all about improving. Shouldn’t your financial plan do the same?

Let’s have a conversation.

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.

Retirement Planning

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.

Financial Planning

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:

Wealth Management

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.

Education Planning

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.

Insurance

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.  


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.