Our Firm
Our CFS investment advisors are registered through CUSO Financial Services, L.P. (CFS), providing assistance to our members to develop plans for:
- Your Nest Egg
- Estate, Retirement, and College Planning
- Tax Management Strategies*
Our CFS Advisors also provides the following services:
- Complimentary appointments
- Securities brokerage services through CFS that allow you to purchase mututal funds, stock, bonds, annuities and life insurance.
- Seminars on financial planning topics (Check out our Seminar Schedule on the website)
Appointments with our Investment department are complimentary. To book an appointment, please give us a call or send us an email using the link under the Contact Us area of this page.
* For specific tax advice, consult a qualified tax professional.