Investment Services

With the right strategy, investing your money can prepare you for a rewarding financial future. Get the information you need to make smart investments with help from a CUSO Financial Services, L.P.* Registered Representative at Nusenda Credit Union.

We can educate you on the investment process and advise you on options that make the most sense for your financial situation and goals.

Begin Planning For Your Financial Future

Use this information to help educate yourself on retirement planning and other life stages and share this information with a CFS* Financial Advisor to review in further detail.

Plan Your Financial Future

Work with a CFS* Financial Advisor

Our CFS* Financial Advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a complimentary, no-obligation meeting.

Meet the Investment Team

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

Check the background of this investment professional on FINRA BrokerCheck.