Financial Consulting Services

We’ll help you safeguard your wealth and family.

A complimentary consultation with one of our qualified investment professionals registered through our broker-dealer CUSO Financial Services, L.P. (CFS) can help position you for short and long-term financial stability.

Most members of our team have obtained the Chartered Retirement Planning CounselorSM (CRPC®) designation through the College for Financial Planning. Their years of experience can help create plans tailored to your specific goals and protect your assets against the unexpected. We collectively manage more than $1.2 billion in assets for more than 10,000 member households.

Our CFS Financial Consultants can:

  • Help you achieve life’s important milestones through proper investment planning
  • Provide easy to understand, and customized investment recommendations to keep you on track to achieve your life goals
  • Continue the consultant relationship with periodic reviews using best-in-class technology to ensure your assets are properly positioned for your personal finance strategy

Get started today! Schedule a complimentary consultation by visiting a DFCU Financial branch near you.

Click below to learn more about or contact a Financial Consultant registered through our broker-dealer CUSO Financial Services, L.P. (CFS). They will be happy to work with you.

Financial Consultants:

Aman utilizes his education and has been helping clients and members since 2001 make informed decisions about your investments and retirement planning options.

Jim Baker really enjoys using his knowledge and experience to help others realize their personal goals through investment planning.

Jeffrey Clements, Financial Consultant at DFCU Financial Partners, offers our members more than 27 years of experience in the financial services industry.

Christopher Dziklinski, DFCU Financial Consultant has a passion for helping his clients and their families reach their financial goals.

John Friday is a Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, registered through CUSO Financial Services, L.P. (CFS), our broker-dealer.

Rob Hassenrik, Financial Consultant and Chartered Retirement Planning Counselor(SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401(k) rollovers, retirement planning and college planning.

With his knowledge and experience, Patrick can help make sure you are comfortable with your investment plan. From there, he will regularly monitor your plan to determine if it is meeting your financial goals.

Brian Mell can use his skills to assist you as you decide the best way to manage your assets. He is a highly regarded Financial Consultant, a CERTIFIED FINANCIAL PLANNER(TM) professional, and Chartered Retirement Planning Counselor(SM) at DFCU Financial Partners.

Meet Benton Miller, DFCU Financial Partners Financial Consultant, registered representative through our broker/dealer CUSO Financial Services L.P. (CFS).

Craig Shipman--a registered Financial Consultant through CUSO Financial Services L.P. (CFS), our broker dealer--believes preparing for and managing retirement requires considerable thought and planning.

Brad is here to help you identify and achieve your financial goals. He can assist you with retirement planning, funding a child's education, tax-efficient investing or simply general investment planning.

When working with you, Scott Vermillion, Financial Consultant and Chartered Retirement Planning Counselor(SM) at DFCU Financial Partners, will evaluate your current financial position and objectives to help you build a plan to achieve your goals.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (member FINRA / SIPC) 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. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.