When it comes to investing, a smart solution is the name of the game. With DFCU Financial Partners, all the investment options you need to create a smart, winning solution are available to you through CUSO Financial Services, L.P. (CFS), our broker-dealer. You can tap into the brains of the financial professionals on our staff who can walk you through the entire investment process.

A good investment process starts with an investment professional. And you'll find one at each DFCU Financial branch. Our Financial Consultants have years of experience in the field and all are Chartered Retirement Planning Counselors through the College for Financial Planning.

Our Financial Consultants provide complimentary consultations. Your input in the process is valued. You are part of the solution. We work with you--to find out your needs, your goals, your risk level. And you won't feel any pressure to make decisions you aren't comfortable with.

And once investment decisions have been made, the process doesn't stop there. You are free to meet with your Financial Consultant at anytime to discuss your portfolio's performance. We recommend meeting at least once a year. The communication lines between your and your Financial Consultant are always open.