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OUR CFS* TEAM CAN HELP YOU CHART A COURSE TOWARD SUCCESS

But what is success? Each person has a different definition. That’s why we take a customized approach every time we talk to you. Your vision of financial success is unlike any other, and we’ll take time to understand what you want and create a strategy that helps you get it.

You need a team that’s eager to work closely with you to define your current financial situation and create a strategy for the future.

Anthony Coletti Headshot
VP, Workers Credit Union
Program Manager
CUSO Financial Services, L.P.
Financial Advisor
CUSO Financial Services, L.P.
 
Michelle White Headshot
Financial Advisor
CUSO Financial Services, L.P.
Financial Advisor
CUSO Financial Services, L.P.
Registered Representative
CUSO Financial Services, L.P.
Registered Representative
CUSO Financial Services, L.P.
Administrative Assistant
CUSO Financial Services, L.P.
Registered Financial Assistant
CUSO Financial Services, L.P.

OUR TEAM

Workers Credit Union MEMBERS have access to the knowledge and experience of our CFS-registered* investment representatives. No matter which stage of life you’re in, our team can help you develop a personalized plan for the years ahead to build wealth, protect your assets, and make sound decisions that move you closer to your financial goals.

 

OUR COMMITMENT

We will lead you through our process of:

 

UNDERSTANDING YOUR NEEDS
  • Gather all information
  • Determine goals and investing mindset
  • Assess risk-tolerance and preference

 

CREATING YOUR STRATEGY
  • Develop a financial plan
  • Select asset allocation/securities
  • Generate solutions

 

IMPLEMENTING YOUR SOLUTIONS
  • Open accounts
  • Transfer assets
  • Provide validation

 

MONITORING YOUR RESULTS
  • Performance reviews
  • Research and market updates
  • Revisit goals and adjust strategy as needed

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Contact us to schedule a complimentary, no-obligation appointment.







Give us a call at 800-221-4020.
Our member service representatives will be happy to assist you.

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

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.

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