Our Investment Department

Our investment advisor is registered through CUSO Financial Services, L.P. (CFS), providing assistance to our members to develop plans for:

wealth accumulation
estate, retirement and college planning
tax management strategies*

Our advisor also provides the following services:

complimentary appointments
securities brokerage services through CFS that allow you to purchase mutual funds, stocks, bonds, annuities and life insurance
seminars on financial planning topics (Check out our Seminar Schedule on the website.)

Appointments with our investment department are complimentary. To book an appointment, please give us a call or send us an email using the link under the Contact Us area of this page.

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