Jim Tait and Louise Selsky, 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 and Louise 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 offer a number of services and products; please click on the "Our Services" link for details. Jim Tait is currently licensed to do securities business in the following states: AZ, DE, DC, FL, MD, NJ, NC, PA, RI, TX, WA and WY. Louise Selsky is currently licensed to do securities business in PA. Additional states may be available upon request. |
