We’ve developed a relationship with CUSO Financial Services, L.P. (CFS) to provide a broad variety of investment options to meet your individual preferences. Our CFS financial consultants will work with you to tailor fit your needs. Whether you decide on "do-it-yourself" style investing or a full service option, they will find the right products and services to help you reach your investment goals.
Call us today at (909) 379-6551 and ask to schedule a complimentary appointment.
Investment options include:
- Mutual Funds
- College Planning
- Retirement Planning
- 401K, Pensions, and IRA rollovers
- Estate and Inheritance Planning
- Online access to your account(s)
- Asset Allocation and Portfolio Balancing
*Financial Consultant state securities licenses: AZ, CA, FL, HI, NV, WA, and WY.
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.