Advantage Financial, available through CUSO Financial Services, LP (CFS), our broker-dealer, can provide you with more investment choices. With today's economic challenges and diverse investment options, you need a team to turn to who can help simplify the investment process and help you work toward realizing your dreams.
Just wanted to let you know how impressed I have been with Vicky from Advantage Financial. She has been wonderful in helping me with finances available from my IRA Account. I have never had anyone help me as fast and accurately as she did. It has been a true blessing.
Dianne M, Member Since 1990
Major life goals are our focus:
- Retirement planning
- College planning
- Estate planning
- Tax-advantaged strategies*
- Long-term care planning
We can also provide the following investments and services to assist you in achieving your goals:
- Mutual funds
- Stocks and bonds
- Fixed and variable annuities
- Traditional, Roth and Education IRAs
- Insurance
* For specific tax advice, please consult a qualified tax professional.
Investment products & services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUIF insured, not Credit Union guaranteed, and may lose value. Representatives are employed by 1st Advantage Federal Credit Union, and registered through CFS. (Member FINRA/SIPC)
