We work with you to find the product that makes the most sense to help you reach your financial goals.
Meet our CFS* Financial Advisors and learn what sets us apart.
Want to schedule directly with a specific CFS* Financial Advisor? Select the location corresponding to:
Want to have a better handle on your money? Visit our blog for advice from the experts.
Concentrated stock positions, or large positions in a single stock, offer both problems and opportunities for investors.
Continue Reading
There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond's price.
Continue Reading
Keeping your cool can be hard to do when the market goes on a roller-coaster ride. Here are 11 ways to help keep yourself from making hasty decisions.
Continue Reading
* 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.