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