Wealth management, available through CUSO Financial Services, L.P.*, can assist with the following aspects of your personal financial plans, including:
Investments: Mutual funds, stocks, bonds and annuities.
Individual Retirement Accounts: Mutual funds, stocks, bonds and annuities.
Retirement and Estate Planning: Plan now for a potentially long, and satisfying retirement.
Risk Management: Help protect yourself from unforeseen disaster. We provide life, disability and long term care insurance.
Advanced Financial Planning: Get a clear and potentially more effective plan that matches your personal goals with suitable investments and strategies to help achieve your goals for safety, income, growth, liquidity or potential tax benefits.
Our articles and videos provide current financial advice you can apply to your financial plan
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*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: arenot 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. Velocity Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
^ Registered locations. All other locations are available by appointment only.
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.