Wealth Management

What We Do

The Wealth Management team, available through CUSO Financial, was established to help investors pursue all of their financial goals with the experienced advice of experienced professionals.

To take advantage of the many available options, today’s investor needs 1) an understanding of which products are most appropriate for each situation and 2) a relationship with an investment professional who has a clear understanding of the investor’s needs.

CFS advisors are committed to putting quality, service, and objective advice first. We also offer clients access to a wide assortment of financial services, including:

Retirement Planning: Design an outlay strategy to help you pursue all of your retirement goals.
Tax-Advantaged Investing: Potentially reduce your liability and let more of your money work for you.
Estate Planning: Designed to preserve wealth from generation to generation.
Saving for College: Create a plan to support rising costs of higher education.
Investment Portfolio Analysis: Stay informed as to how your investments are performing and make adjustments as needed.

The Wealth Management team, available through CFS, was established to help investors pursue all of their financial goals with advice from experienced professionals.

We provide access to a variety of financial products including:

Mutual Funds
Variable and Fixed Annuities
Life Insurance
Individual Stocks

Call (520) 351-5048 for your appointment today!

Get professional help with your financial plan!

Request an Appointment

Securities offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Tucson Federal Credit Union is not registered as a broker-dealer. Registered representatives of LPL offer products and services using TFCU, and may also be employees of Tucson Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Tucson Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

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