Advantage Financial Investment Services

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.

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

Contact Advantage Financial today by calling 757-886-3344.


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

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.  1st Advantage Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.


 

Routing # 251480563  |  757-877-2444  |  800-359-7650

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