Financial Planning with Blue
One realized dream at a time, Blue helps transform communities to reach their full potential.
We aim to inspire our members...
Whether you’re looking to invest in the present or the future, for your kids or for retirement or beyond, we make navigating the complex world of investing easier. Our CFS* investment representatives are right in your neighborhood, and can work with you to set individual goals. Providing ready access to our in-house team of advisors is just another way we reward members and prepare you to make smart, informed financial decisions, including a variety of insurance options.
Meet with an Advisor
When you take advantage of Investments at Blue, you work directly with a local professional. We have an entire team waiting to help you reach your goals.
Investments at Blue
* 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. Investments at Blue has contracted with CFS to make non-deposit investment products and services available to credit union members.