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You work hard for your money, and our Investment Services available through CUSO Financial Services, L.P. 1 (“CFS”) can help make your money work hard for you too.
We offer investment services through our broker CFS.3
Check the background of this firm on FINRA’s Broker Check. See more here.
Our CFS advisors have access to thousands of mutual funds and insurers, so they can help you choose the ones that will best help you realize your financial dreams. You can rely on our advisors for objective, unbiased investment advice.
We offer the following investment services for your convenience:
Not ready for advice just yet? Our financial calculators can help guide your financial choices.
Our Investment Team
Learn about our CFS advisors and find the one that can help you along your way.
Take a look at our financial guide booklets on College Planning and Retirement Advice.
Advisory and One-Time Transactional Services
Whether you want hands-on advice or one-time assistance, our CFS advisors can help you. Our CFS advisors are professionals who understand your objectives and can set you on a path to help you reach your goals. No matter your financial situation, you can rely on our advisors for unbiased advice based on your unique needs.
Whether you’re investing for yourself or your child, our CFS advisors can help you maximize your college savings. They can help you make sure your hard-earned dollars are invested in the right place to help outpace the ever-rising cost of tuition.
Retirement and Social Security Planning
Whether you need advice on how to plan for your retirement forty years from now or how to make the best of your existing nest egg, our CFS advisors can help you determine what earnings you can expect from Social Security, advise you on the best retirement savings account for you, project your estimated retirement income, and help you determine how much to withdraw.
Find out which insurance policies are best suited to protect your family in the case of a loss or extended illness. From term to permanent, our advisors can help you find the insurance that will protect your family’s future.
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