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  • Strategic business assessment

  • Strategic wealth planning

  • Ongoing consulting services

Your Financial Business Partner

At Amplify Wealth Management, available through CUSO Financial Services, L.P. (CFS*), we want to be your financial partner for life. Your CFS* Advisor will work with you to explain different investment options and strategies that may help you reach your goals. You are at the center of the entire financial planning and investment process, and your Financial Advisor will create a plan that fits your individual goals, circumstances, and risk tolerance.

Ready to Invest in Your Business?

Want to schedule directly with a specific CFS* Financial Advisor? Select the location corresponding to:

  • Srinath DeSilva: Pond Springs and La Frontera
  • Michael Jones: Esperanza Crossing and Cedar Park
View Branch Locations

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. 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.