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Insurance and Protection
Our partners at CUSO Financial Services, L.P. (CFS*) will ensure your family has a sound financial future long after you're gone.
Reach out TodayAsset protection
Various policy choices
Insurance planning strategies
Feel Confident About Your Family’s Future
It's never too early to plan for the unexpected. Making sure your family has a sound financial future after you're gone is easy. Our CFS* Advisors take the time to understand your situation and help you pick the right plan.
The Wealth Management Team
Srinath DeSilva
Financial Advisor
CUSO Financial Services, L.P.Available at our Pond Springs and La Frontera Locations
Phone: (512) 519-5460
Michael Jones
Financial Advisor
CUSO Financial Services, L.P.Available at our Esperanza Crossing and Cedar Park Locations
Phone: (512) 498-3045
Ready to Talk About Your Insurance Options?
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
* 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.