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Helping You Invest in Your Future
Wealth & Retire
From building college savings and growing your retirement during working years to retirement planning and asset management—our CFS Financial Advisors offer personalized financial services and investment advice to help you prepare for every stage of life. Whether you're interested in rolling over an IRA, estate planning or simply how to manage money - our investment advisors are here to help.
Being a Union customer, you'll have access to your very own personal finance advisor to help guide you through process of financial budgeting, retirement savings and more. Contact an investment advisor today to schedule a complimentary consultation.
Manage your portfolio, check quotes, make trades, and more online. Take full control of your future and manage your investments anywhere, at any time with Union’s convenient online investing and brokerage tools.
Check the background of this firm on FINRA’s BrokerCheck.
CFS does not provide legal or tax advice. Please consult a qualified tax or legal professional.
*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 Union, and may involve investment risk including possible loss of principal . Investment Representatives are registered through CFS. Union has contracted with CFS to make non-deposit investment products and services available to Union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
Our Investment Team
Schedule a complimentary consultation with a CFS advisor at Union to help you manage your assets, create your retirement plan, and guide you toward your financial goals.
Retirement Planning
The experienced CFS* investment advisors at Union can help you plan for your future with investment strategies and retirement income planning customized for your needs.
Financial Planning
CFS Financial Advisors at Union offer professional analysis, sound financial guidance, and personalized, professional planning services to help you meet your short- and long-term financial goals.
Estate Planning & Wealth Transfer
We’ll help plan your estate allocation and work to ensure a smooth transition when a loved one passes away. We assist in transferring wealth to beneficiaries through tax-efficient strategies.
IRA Rollover Assistance
Together we’ll navigate how to best initiate your rollover, if appropriate, and help reduce tax liability in the event of severance from employment, termination, or retirement after years of service.
Talk to An Investment Advisor
Our financial advisors, available through CUSO Financial Services, L.P. (CFS*), can help you develop a personalized plan for the years ahead to build wealth, protect your assets, and make sound decisions that move you closer to your financial goals.
Online Investing & Brokerage
Smart tools for smarter investing. Manage your portfolio, check quotes, make trades, and more online. Get started with our suite of tools today.
