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CFS Financial Consultants

Make an appointment with your local CFS Financial Consultants to discuss your investment needs.

Financial Consultants are securities licensed in the following states: California, Arizona, Indiana, Utah and Washington.

Non-deposit investment products and services offered through CUSO Financial Services, LP (“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 obliagations of the credit union, and may involve investment risk including possible loss of principle. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.