Plan your financial future

Our team of CFS investment representatives, we serve thousands of members who make up over $150 million of assets under management through CUSO Financial Services, L.P. ("CFS").

How you define success drives how we build your investment portfolio. Work with CFS investment representatives who look at your big-picture financial health. We address your cash flow, liquidity, time horizon, and tax needs, so you can explore investment options regardless of your financial situation. Our diverse wealth management and investment services include:

  • Mutual funds
  • Tax-deferred annuities
  • Individual retirement accounts (IRAs)
  • Roth IRAs
  • Education IRAs
  • 529 plans
  • Retirement plans – 401(k), 403(b), SEP
  • Stocks
  • Corporate and municipal bonds
  • Custodial accounts
  • Education fund accounts
  • Money market funds
Start Planning with the Investments at Blue team