Your Life. Your Financial Professional.

From wealth management to retirement solutions, our professionals can help you pursue your financial goals.

Who We Serve

Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you may benefit from a team of financial professionals in your corner.

Speak to a Professional

If you’re ready to work with a financial professional, let’s sit down to talk.

Schedule a Consultation

We help investors bridge the investment confidence gap.

Overcome hesitancy

Get educated and started on your investment journey.

Manage risk

Protect your family at every stage of life.

Wealth management strategy

Develop a roadmap as unique as you are.

Anticipate major life transitions

Get guidance if you see change ahead.

Our Services

First-Time Investors

Overcome market hesitancy with education and guidance.
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Business Owners and Entrepreneurs

Supporting small business owners and investors.
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Wealth Management

Consultation and management.
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Insurance Approaches

Protect yourself and your family.
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Estate Strategy

Support for every phase of life.
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Retirement Roadmaps

One of your most important financial milestones.
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Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we’re a good match for you.

Contact

Office: 800-284-1144

P.O. Box 5549
Gainesville, FL 32627

cfsinvest@flcu.org

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Check the background of your financial professional on FINRA’s BrokerCheck.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker — dealer, state — or SEC — registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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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.

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.