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 $1.5 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.
Non-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. 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.