Invest in your Economic Health
The America First Financial Solutions program, through CUSO Financial Services, LP (CFS), makes available insurance and investment products that complement those offered by the credit union.
You can take advantage of these services to help you meet your personal financial objectives, whether you’re saving for a home, providing a college education to your children, or planning a comfortable retirement.
A CFS advisor at America First Financial Solutions works with you to develop a plan that includes the following:
• 401k and thrift savings plan rollovers
• Retirement planning
• Stocks & bonds
• Mutual funds
• Life insurance & long-term care
• Higher education planning
Please 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.