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SCHEDULE A COMPLIMENTARY, NO-OBLIGATION APPOINTMENT

When you need to make those decisions today that will impact your financial future, let us help. We are eager to work closely with you to define your current financial situation and create a strategy for the future. Our CFS* financial representatives are available to meet and discuss your goals and create a disciplined approach that’s flexible enough to meet any changing needs so you can progress toward living the life you want.





Disclaimer

* 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. Workers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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