Call CUSO Financial
Services, L.P. (CFS)
at
(909) 379-6551 today
and get started working
toward your long-term
financial goals.

FAQ

What products and services are offered?

Products and services offered through CFS* include:

  • Stocks, bonds, mutual funds, annuities
  • College planning
  • Retirement planning
  • 401K, pensions and IRA rollovers
  • Estate and inheritance planning
  • Asset allocation and portfolio balancing
  • Balancing your 401(k) or 457 investments with your other investments

*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.

Arrowhead Credit Union has adopted a Member Conduct Policy.

Arrowhead Credit Union © 2015 | P.O. Box 735 San Bernardino, CA 92402