Financial Advising at Blue
Blue members receive financial advising from a team of licensed professionals at CUSO Financial Services, L.P. ("CFS")*.
Serving our Members, Worldwide.
We look to inspire each of our members, and that approach seeps into everything we do for them. By joining Blue, we enable each one to tap into the potential of their money, life, and community in a way that no other financial institution can.
Meet our Licensed Advisors
Our CFS* representatives can help you manage your wealth and strategically add existing investments to your new portfolio, all while keeping your goals and personal values in mind.
Meet the Blue Investments Team »Investing
We make investing easy. Whether you're an experienced investor or just starting out, we can help you pursue your dreams.
Retirement
Retirement means something different to everyone. How you define retirement drives how we help you build for the future.
Check the background of this firm on FINRA's BrokerCheck »
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.
