Manage your wealth better

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
  • Custodial accounts
  • Education fund accounts
  • Retirement plans – 401(k), 403(b), SEP
  • Stocks
  • Corporate and municipal bonds
  • Money market funds

Request more information

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