Jim Tait, John Trezza and Marc Dobb, our CFS Investment Advisors at Sb1 Federal Credit Union, are on hand to provide a variety of investment options to help meet your financial needs through CUSO Financial Services, L.P. (CFS).
It is important to plan for your future--and there's no better time to begin than now. Jim, John and Marc are licensed and educated to provide investment and financial planning advice to help members reach their financial goals. That means they're here to answer questions and assist you every step of the way.
It's the ideal option for the investor who wants the best mix of control, advice, experience and an advisor that really understands how they want to invest.
We provide a number of services and products through CFS; please click on the "Our Services" link for details.
Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.