Our Services

Investment services at Verity through CFS include:

 

 

  • Full brokerage services providing stock, bond, and mutual fund trading.

     

  • Pre-Retirement Planning. Don't rely on Social Security to meet all of your future financial needs. Be prepared and plan ahead.

     

  • Post-Retirement Planning. Knowing what to do with that pension plan or 401(k) and making solid investments may allow you to take advantage of the good life.

     

  • Education. Visit our Learning Center above for more articles about investment options and financial planning. Our Market Watch section allows you to track and chart markets real-time, as well as create your own online portfolio.

     

  • IRA's. Convert an existing IRA to a Roth IRA. Start a Traditional, Roth, SEP IRA or roll over an employer plan to an IRA.

     

  • College Education Funding. Don't wait until your kids are in high school to think about their college education. 529 College Savings Plans are a possible option. Contact our Investment Department for details.

     

  • Portfolio Strategies. Make sure your portfolio is properly balanced. Know how tax laws* and investment strategies can affect your portfolio.

     

  • Annuities. Contact our Investment Department to find out if these investments are right for you.

     

  • Life Insurance. Preparing for the unexpected is one of the first things you should do for your family and one of the best things you can do for their security.

     

  • Mutual Funds may provide a way for you to diversify your portfolio. Contact us for more information.

     

  • Online Trading. You can make online trades easily and inexpensively through eVISION®. A complete pricing schedule is available online.

     

  • Member Portfolio View is an online service that allows you to view your brokerage account through CUSO Financial Services, L.P.


    Our Registered Representative, Ken Butler, is available to assist members that reside in the following states: CA, DC, ID, ME, NC, NM, NV, OR, TX, VA, and WA.

    Our Registered Representative, Gavin Chinn, is available to assist members that reside in the following states: AZ, CO, DC, ID, NM, OR, VA and WA.

     



    eVISION® is a registered trademark of CFS.

     

     


    *For specific tax advice, consult a qualified tax professional.

     

     

     

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