Financial Resources
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Happy Holidays!
We hope this year’s celebration will provide years of memories, laughs, and opportunities to surround yourselves with the ones you love. Happy Holidays from Our Families to Yours!
Women & Retirement
Join us from the comfort of your own home for a complimentary Women & Retirement Webinar, presented by CUSO Financial Services Sales Assistant, Aislinn Hammonds-Cowger. Our Women & Retirement Webinar…
What you need to know about Life Insurance Webinar
Join us from the comfort of your own home for a complimentary Life Insurance Webinar, presented by Steve Ruhberg, Senior Sales Director, Simplicity Life. Hosted by CFS Financial Advisor, Preston…
Understanding Social Security Webinar
Join us from the comfort of your own home for a complimentary Social Security Webinar, presented by CFS Financial Advisor, Preston Ivey. Our Social Security Webinar topics include: How benefits…
Leaving a Legacy
You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be…
Financial Aid 101
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went…
*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.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy.
Happy Holidays!
We hope this year’s celebration will provide years of memories, laughs, and opportunities to surround…
Women & Retirement
Join us from the comfort of your own home for a complimentary Women & Retirement…
What you need to know about Life Insurance Webinar
Join us from the comfort of your own home for a complimentary Life Insurance Webinar,…
Understanding Social Security Webinar
Join us from the comfort of your own home for a complimentary Social Security Webinar,…