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Financial Consulting

Financial Consulting

Help to safeguard your wealth. And maximize your returns.

Our qualified investment professionals, registered through our broker-dealer CUSO Financial Services, L.P. (CFS), each have years of experience in the financial services industry, have obtained the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning, and collectively manage more than $800 million in assets for over 10,000 member households. They: 

  • Understand the workings of Wall Street and the needs of people on Main Street  
  • Work with anybody, regardless of how much they have to invest
  • Keep the lines of communication open and encourage annual portfolio reviews
  • Look out for your best interests and long-term financial future

 Our Financial Consultants can assist you with the following:

  
  • Customized investment solutions. They can help you create and implement a plan to meet your goals
  • Portfolio management

You can learn more or schedule a complimentary consultation by visiting a DFCU Financial branch near you.

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Ready to schedule your complimentary consultation with one of our highly skilled Financial Consultants? 

Contact us at 888.336.2700.

Or send an email request for an appointment.