Business Services

Our partners at CUSO Financial Services, L.P. (CFS*) will help you reach your short-term and long-term business goals.

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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.

Additional Links:

Learn From the Experts

Want to have a better handle on your money? Visit our blog for advice from the experts.

  • 6 Reasons to Use Professional Financial Services

    Creating and implementing a comprehensive financial plan generally involves working with professionals that can help you manage all aspects of your financial health.

    Read More

  • How to Take Advantage of Employer Retirement Plans

    Though a retirement account will do a lot of the work for you, there are some steps with an employer retirement plan that you can take to help maximize your investment.

    Read More

Ready to Invest in Your Business?

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

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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.