Explore Your Options.
Explore Your Investment Options
Working with your CFS* investment representative, we'll look at your big picture financial including cash flow, liquidity, time horizon and tax needs so you can explore investment options regardless of your financial situation.
- Individual retirement accounts (IRAs)
- Roth IRAs
- Educational IRAs
- Retirement Plans - 401(k), 403(b), SEP
* 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.