Invest your way with Secure Savers Credit Union Investment Solutions, through CFS¹.
Whether you're planning for retirement or want to better align your financial plan with your long-term goals, advisors at Secure Savers Credit Union Investment Solutions, through CFS1 can help you turn your vision into reality. Experienced advisors use a comprehensive, attentive approach factoring in your goals, risk tolerance, market condition, and more.
CFS¹ Financial Advisors
CFS¹ financial advisors cater to your specific needs and goals while creating personalized investment strategies and providing guidance for all aspects of your financial life.
Digital Advisor²
A program made available through Investment Solutions and CFS1, gives you the power to create an investment portfolio through an intuitive, online platform with a minimum investment of $5,000. Simply answer a few questions about your investment objectives and the program will help identify and maintain an investment strategy that works for you.
Resource Center
Access articles, calculators, and retirement planning tools to find answers to your questions.
Complimentary Webinars
View our upcoming webinar schedule and enjoy free resources that focus on investments, long-term financial planning, and much more.
Access Your Portfolio
Enjoy access to your investment portfolio account on-the-go, so you can take control of your financial journey.
Plan today for a brighter tomorrow.
Start with a complimentary insurance review.
Secure Savers Credit Union Insurance Solutions advisors can help determine if your existing policies meet your current needs.
1
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. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
2
CUSO Financial Services, L.P. (CFS1) at Secure Savers Credit Union (Secure Savers Credit Union) is offering Digital Advisor utilizing Institutional Intelligent Portfolios® (IIP) an innovative new way to invest through Schwab Performance Technologies®. IIP offers a diverse suite of portfolio’s using an automated management investment service that helps automatically rebalance your investments when needed. These materials have been independently produced by Secure Savers Credit Union. Secure Savers Credit Union is independent of, and has no affiliation with, Schwab Performance Technologies® (“SPT”), Charles Schwab & Co., Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like CUSO Financial Services, L.P. (“CFS”). CFS, not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.