Investment Services

Home Investment Services

Control your investments with service and convenience.

Understanding all the aspects of personal finance can be challenging. Employer provided benefits, investments, insurance, Social Security, pensions, 401(k)s, IRAs…Devoting time and effort to each of these can take away from your time with loved ones and interests you actually ENJOY. Contact one of our CFS* Financial Consultants today to set up a no-cost, no-obligation consultation.

MEET YOUR CFS INVESTMENTS TEAM

WE ARE ALWAYS WORKING HARD TO HELP BUILD YOUR ASSETS

Sara DuBois

Investment Associate

CUSO Financial Services, L.P.

Locations: 13001 W 95th St Lenexa, KS Connect

Dave Loftus, ChFC® CLU®

Financial Advisor

CUSO Financial Services, L.P.

Locations: 13001 W 95th St Lenexa, KS Connect

Sara DuBois

Investment Associate

CUSO Financial Services, L.P.

Locations: 13001 W 95th St Lenexa, KS Connect

Dave Loftus, ChFC® CLU®

Financial Advisor

CUSO Financial Services, L.P.

Locations: 13001 W 95th St Lenexa, KS Connect

Our Services

Investment Services for Business

The confidence in the relationship you have with your personal accounts now extends to your business. Let us help you set goals and plan for the future of your business. If you are looking for business services, insurance, or investment advice, Mainstreet through CFS is here to help.

Retirement Income Planning

Investing isn’t just about money – it’s about your future. Let us help you create the future you want for yourself and your family. Whether you’re an experienced investor or new to investing, w’re here to help you every step of the way.

Insurance

Your life is impossible to replace. Life insurance can help provide you with peace of mind and help provide your family with financial stability and security when it matters most.

Financial Planning

Retirement should be about enjoying yourself, not questioning your retirement plan. Our CFS advisors will provide you with the guidance and support you need to help take charge of your retirement.

Retirement Planning

Just like anything in life, everything is easier when it’s in one place – and your retirement accounts should be no different. Our CFS Financial Consultants will help to streamline your investments and seek out new opportunities for your journey through retirement.

Education Planning

No matter your child’s age, it’s never too early to start planning for college. With our experience and guidance, we will help create the right plan to try to maximize your savings.

*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. Mainstreet Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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.