Education, purchasing your first home, retirement…these are just a few of the reasons why it’s never too early to start investing.
Public Service Credit Union has contracted with CUSO Financial Services, L.P. (CFS*) to offer the convenience and benefits of a full-service brokerage firm to members. Our licensed investment representatives, through CFS*, can help design a financial plan to fit each individual member’s needs and objectives, including:
- Personal Financial Reviews
- 401(k) Rollovers
- Retirement and College Planning
- Long-Term Healthcare
- Estate Planning
- Long-Term Certificates of Deposit
- U.S. Treasury Securities
- Mutual Funds
- Tax-Deferred Annuities
Please visit FINRA’s BrokerCheck to check the background for CUSO Financial Services, L.P. (CFS).
*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. Public Service Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.