INVESTMENT ADVISORY SERVICES
Mark your calendar - we will be hosting a free educational session at our Monterey Branch location on September 24, 2018. Check back for topics and details.
F&A Investment Services, available through CUSO Financial Services, L.P.* will help you map your goals and customize a financial plan from a wide selection of investment and insurance opportunities. Whether you are an experienced investor or just starting out, we have the resources and tools to help you with:
- Retirement planning
- Education expenses
- Investment services
- Asset protection through insurance services
F&A is affiliated with CUSO Financial Services (CFS), an independent broker-dealer and respected leader in credit union investment and insurance support, to bring you easy access to online trading, automated funds transfers and insurance quotes.
Lunch & Learn Events -
The above topics (and others) can be explored during our Lunch and Learn events, where we come to your workplace and offer complimentary, one-hour educational sessions for your employees on site. All we need is a venue (such as an employee lunch room or meeting room) and attendees bring their own lunches. (Note - sessions can also be hosted at the credit union.)
Meet Howard Wess, CFS Financial Services Advisor
Contact Howard today for a no cost, no obligation meeting to explore your financial dreams, 800-222-1226 ext. 5949 or complete the referral form below.
Our CFS Financial Advisor is registered in the following states:
Securities: CA, AZ, TX, UT, NV, WA, CO, ID, MT, NM, OR
Insurance: CA #0B72452
*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. F&A Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Guarantees are based upon the full faith, credit, and claims paying ability of the issuing insurance company.