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Financial Advisor Services available through CUSO Financial Services, L.P. (CFS)*

Our vision at American First Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with American First Credit Union extends to American First Investment and Insurance Service Center, through our broker dealer CUSO Financial Services, LP (CFS).

Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just want a second opinion, we are here to help. Our CFS Financial Advisor, Monaye Nelson, is experienced in working directly with members like you. She will listen to your financial needs, provide impartial advice to help you make informed decisions, and be dependable and responsive.

Services include

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance
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Meet Your Advisor

Monaye Nelson (CRD #6203341)
CUSO Financial Services, L.P.
Phone: 858-530-4495
Fax: 585-882-6555
Email: mnelson@cusonet.com

 

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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: 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 to make non-deposit investment products and services available to credit union members.

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.

 

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