Investment Services
Your financial goals are important to us. That’s why we have contracted with CUSO Financial Services, LP* (CFS). CFS was formed for the express purpose of serving credit union members’ investment needs. Established in 1996, with branch offices located nationwide and over 400 licensed representatives, CFS is a full-service investment firm. CFS is poised and ready to assist you with meeting your financial planning needs.
Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just want to second opinion, we are here to help. Our CFS Financial Advisor, Andrew Lewis, is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.
Services include:
- Reviewing Your Current Financial Plan
- Retirement Planning
- IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
- Tax Efficient Investments
- Retirement Income Strategies
- Education Funding
- Life and Long Term Care Insurance
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Andrew is here to:
- Listen to your financial needs
- Provide impartial advice to help you make informed decisions
- Be dependable and responsive
To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment:
Contact: Andrew Lewis
Email: [email protected]
Call 559-437-2008
*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. Past performance does not guarantee future results.
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