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As you get closer to
retirement, it's a good
idea to contact an
Investment Specialist
for guidance.

 

Your Investments Specialists

Check the background of this firm and the financial professionals on FINRA's Broker Check.

 
Thomas Brunz CFS* Financial Consultant
Thomas Brunz
CFS* Financial Consultant
CA Insurance License #0K17877
(909) 379-6551

Branches

Crestline1
Redlands
Riverside
Yucaipa

Make an Appointment

 

 

 
Aaron Bitran CFS* Financial Consultant
Aaron Bitran
CFS* Financial Consultant
CA Insurance License #0B82510
(909) 379-6561

Branches

Chino
Fontana1
Rancho Cucamonga
Sierra Way

Make an Appointment

 

 
David Miller  CFS* Financial Consultant
David Miller 
CFS* Financial Consultant
CA Insurance License #0G61348
(909) 379-6552

Branches

Del Rosa
Highland
Rialto

Make an Appointment

 

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 and ask to schedule a complimentary appointment.

 

Financial Consultant state securities licenses: AZ, CA, FL, HI, NV, WA, CO, ID, UT, 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.

1By appointment only.

Arrowhead Credit Union © 2016 | P.O. Box 735 San Bernardino, CA 92402