Wealth Management

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

Explore Our Wealth Management Services Available Through CFS*

We work with you to find the product that makes the most sense to help you reach your financial goals.

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Ready to Plan Your Financial Journey?

Want to schedule directly with our CFS* Financial Advisor? Select the location that works best for you.

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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. 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.