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Advantage Financial, through our representatives with CUSO Financial Services, LP (CFS)*, can provide you with more investment choices. With today's economic challenges and diverse investment options, you need a team who can help simplify the investment process and help you work toward realizing your dreams.

 

Advantage Financial Benefits

 

  • Retirement planning
  • College planning
  • Tax-advantaged strategies*
  • Long-term care planning
  • Asset management
  • 401(k) and IRA rollovers
  • Mutual Funds
  • Stocks and bonds
  • Fixed and variable annuities
  • Traditional, Roth and 529 College Savings Plans
  • Insurance

 

 

 

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*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)

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