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.
- 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
Investment Products and Services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Financial Representatives are employed by 1st Advantage Federal Credit Union and registered through CFS. (Member FINRA/SIPC)
* For specific tax advice, please consult a qualified tax professional.
