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!
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. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is provided through CUSO Financial, a subsidiary of Atria.
Registered Representatives 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.
