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Is your money working for you? Our CFS¹ financial advisors want to help you achieve financial well-being and enjoy your freedom.

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Financial Management Center

Straightforward and objective investment news, videos, articles, calculators and resources to help you create a financial plan.

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Our Investment Department can help you manage your money for wise investments and a healthy financial future.

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Terms & Conditions

¹ 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.

CFS and its representatives do not provide tax advice. For specific tax advice please consult a qualified tax professional.

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.