Altura Wealth Management department, through a partnership with CUSO Financial Services, LP (CFS), our broker-dealer, can provide you with more investment choices. With today’s economic challenges and diverse investment options, you need a team to turn to who can help simplify the investment process and help you work toward realizing your dreams.
- Retirement planning
- College planning
- Estate planning
- Long-term care planning
- Asset management
- Classic financial planning
Make an appointment with a Financial Consultant to assist in planning your financial future.
Financial Consultants at Altura are securities licensed through CFS in the following states: California, Arizona, Indiana, Utah and Washington.
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 principle. Investment Representatives are registered through CFS. Altura Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.