Plan for Your Future. Explore Your Possibilities.

As life changes, we're here to help you reach your goals.

Investments

Take Simple Steps Now to Start Preparing for the Future

Our wide selection of investment products and services available through our broker/dealer, CUSO Financial Services, L.P. (CFS), make is possible to provide specific recommendations for each member.

For more information, contact CFS Financial Advisor, Colin Babb (CA Insurance License #0F87786), at 800.290.1112, ext.5063.

Schedule an Appointment

2015 Workshops

Securing Your Retirement: Transforming Social Security Into a Winning Retirement Strategy

When: Wednesday, August 12th, 2015 at 5:30pm
Where: Buena Park Branch — 6011 Lincoln Ave., Buena Park, CA 90620
Register Here

An Overview of Medicare and Medicare Supplements

When: Wednesday, October 7th, 2015 at 5:30pm
Where: La Habra Branch — 700 N. Harbor Blvd., La Habra, CA 90631
Register Here

If You're Interested In...

Insurance

Long-Term Care Insurance
Life Insurance

Retirement 

Financial Planning Services
Variable and Fixed Annuities
College Savings
Mutual Funds
Stocks and Bonds

Financial

401(k) and 403(b) Tax Sheltered Accounts
Individual Retirement Accounts (IRAs)
Retirement Planning
Pension and Retirement Plan Rollovers

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 guaranteed by 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 to make non-deposit investment products and services available to Credit Union Members. CFS and its Registered Representatives do not provide tax or legal advice. For such advice, please consult with a qualified professional.