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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.

Wealth Management Services Available Through CFS*

We work with you to find the product that makes the most sense for your goals.

Investment Management

Your CFS* Advisor will work with you to explain different investment options and strategies that may help you reach your goals.

Retirement Services

Your CFS* Financial Advisor will assist you with developing a strategy for withdrawing the money you’ll need in retirement.

Planning for College

Your CFS* Financial Advisor will assist you with choosing tax-advantaged solutions to help accumulate funds to pay for college.

Life & Estate Planning

Your CFS* Financial Advisor will help you leave the gift of financial security behind for your loved ones.

Insurance and Protection

Your CFS* Financial Advisor will take the time to understand your situation and help you pick the right plan.

Business Services

Your CFS* Advisor will work with you to explain different investment options and strategies that may help you reach your goals.

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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.