Your Partner in Financial Health
The America First Financial Solutions program, available through CUSO Financial Services, L.P. (CFS), provides a variety of insurance and investments that complement those offered by the credit union.
You can take advantage of advice and services to help achieve your personal financial objectives, whether these goals are saving for a home, providing resources for college, or planning a comfortable retirement.
We can assist you with:
- 401k rollovers
- Stocks & bonds
- Mutual funds
- Life & long-term care insurance
- Higher education planning
Your CFS representative at America First Financial Solutions is a registered, licensed and experienced professional who is dedicated to your financial health. Please call 1-800-999-3961 for a no-cost, no-obligation appointment or email 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.