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Welcome to the

Generations Investment Group

Financial Management Center

Available through CUSO Financial Services, L.P.*

Use our financial tools to:

• Learn more about your financial independence through the online modules.
• Create a personalized roadmap to achieve your financial goals.
• Schedule a free, no-obligation appointment with one of our experienced CFS* financial advisors.

Get Started

Lifestage Calculators

Retirement

401k

Investing

College

IRA Options

Insurance

Connect With a CFS Advisor

Welcome to the

Generations Investment Group

Financial Management Center.

Use our financial tools to:

  • Learn more about your financial independence through the CFS online modules.
  • Create a personalized road map to help you achieve your financial goals.
  • Schedule a no-cost, no-obligation appointment with one of our experienced CFS Financial representatives.
Get Started

Lifestage Calculators

Retirement

Investing

IRA Options

401k

College

Insurance

Connect With a CFS Advisor

Check the background of this firm on FINRA’s BrokerCheck

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. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, L.P. is a subsidiary of Atria.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Copyright 2019 – All Rights Reserved | CUSO Financial Services, L.P.

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Copyright 2019 CUSO Financial Services, L.P. | All Rights Reserved
  • 401k Calculator
  • College Calculator
  • Contact Us
  • Generations Investment Group Financial Management Center
  • Investing Calculator
  • Investment Services
  • IRA Options Calculator
  • Life Insurance Calculator
  • Retirement Calculator
Generations Investment Group Financial Management Center