My Investment Services Located at My Community
My Community is pleased to announce our new investment services now available, through CUSO Financial Services, L.P.*! There are many important financial decisions that must be made throughout someone’s life, so we have partnered with CUSO Financial Services to help members with all their financial needs. Whether it’s a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, our Financial Advisor, can help you reach your financial goals.
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Work With Someone You Trust
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
We can assist you with:
- Money Management
- Estate Conservation
- Insurance Planning
- Investment Planning
- 401(k) Planning
- Business Planning
- Retirement Planning
- Education Funding
Whether they are large or small, you will be able to contact a rep to schedule a no-cost, no-obligation appointment to discuss your individual needs.
Check the background of this investment professional on FINRA's BrokerCheck.
*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.