Investment Planning with Blue
We will walk you through investment opportunities and help you choose the best options to reach your goals.
Investing Made Easy
Whether you’re an experienced investor or just starting out, we can help. Our CFS* investment representatives are right in your neighborhood, and can work with you to set individual goals for everything from saving for your child’s education to retirement.
Start Your Investment Journey
Access to our in-house team of CUSO Financial Services, L.P. (“CFS”)* investment advisors is another way we reward members and prepare you to make informed financial decisions. You can even schedule a no-obligation financial check at any time.
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.