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Investment Services

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.

E-mail us for
an appointment2

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:

  • Ongoing financial advisory services and one-time transactional services with licensed financial advisors

  • Self-directed online trading for the advanced investor

  • College planning

  • Retirement and Social Security planning

  • Insurance advice

  • Portfolio analysis

  • Access to all your investments online through Educators Online Banking under the “Investments at CFS” heading2

  • Read the latest Investment Services Newsletter

Helpful Resources

Financial Calculators

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.

Financial Education

Take a look at our financial guide booklets on College Planning and Retirement Advice.

More About Our Services

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.

College Planning

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.

Insurance Advice

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.

Disclosures

1Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Educators Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

2E-mail links are provided for your convenience. E-mail is not secure and information can be read by others. Do not e-mail information such as passwords, social security numbers, account numbers, mother’s maiden name, etc.

3If your assets are held directly at a mutual fund or annuity company, you may not be able to view your account information online. Currently, not all mutual funds or annuity companies are participating in our online account service. New participants will be added periodically, so talk with your representative for updates.

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