Assistance in Achieving Financial Health
America First Financial Solutions, provided through CUSO Financial Services, LP (CFS*), makes available a variety of products that complement those offered by the credit union.
Dedicated CFS advisors work with you to develop an economic roadmap that includes:
- 401k and thrift savings rollovers
- Life insurance & long-term care
- Higher education planning
- Retirement planning
Call 1-800-999-3961 for a no-cost, no-obligation appointment or send your request to firstname.lastname@example.org.
*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 members.