Prepare For A Brighter Tomorrow

Education Savings

Here’s the first lesson: Study all the options.

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Estate Transfer Strategies

Prepare a plan for your beneficiaries that you can have confidence in.

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Income Strategies

Explore ways to generate current and future sources of income.

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Life Insurance, Annuities & Long-Term Care

Make sure you and your family are protected adequately.

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Implement an appropriate asset allocation strategy.

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Meet The CFS* Team

Put your financial future in the hands of people Invested in your journey.

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Plan to live your dreams.

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Retirement Rollovers

Need to consolidate your retirement accounts, let us help do the job.

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*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. Atria Wealth Solutions, Inc. ("Atria") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

CFS Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.