It’s never too early or late to invest in the future

Whether you’re in your twenties or getting ready for retirement, you can work with a investment representative available through CUSO Financial Services, L.P. (“CFS”)*, to review, choose, and manage investments. Planning for retirement, college expenses, and your family’s financial security is one of the most important steps you can take right now. Our representatives are dedicated to finding options that fit your individual needs and investment goals. We have many options for investing, including:

  • Mutual funds
  • Individual retirement accounts (IRAs)
  • Roth IRAs
  • Education IRAs
  • Education fund accounts
  • Retirement plans – 401(k), 403(b), SEP
  • Stocks
  • Money market funds
  • Tax-deferred annuities

Request a consultation

Talk with a CFS representative. Complete the form below to request a no-obligation financial consultation.