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Services / Wealth Management

Wealth Management

Whatever your goals, Amplify Wealth Management, available through CUSO Financial Services, L.P. (CFS*), provides a full range of products and services.

Ready to plan your financial journey?

Fill out the contact form below and a CFS* financial advisor will be in touch soon. If you have a preference for phone or email communication, please let us know in the comment section.

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Please do not include any sensitive information such as account number or social security number.

* 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. Financial Advisors are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

** Learn more about the compensated referral arrangement between Amplify and CUSO Financial Services, L.P., on the marketing disclosures page.