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Investment Services

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.

Contact our CFS Financial Services Advisor Howard Wess today for a no cost, no obligation meeting to explore your financial goals. Call 800-222-1226 ext. 5949 or send an email to
howard.wess_fafcu@cusonet.com.

*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.

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