P.O. Box 9350
Anticipate the Unexpected
Preparing now is the first step to enjoying your life in the fast lane.
Speak with one of our CFS* advisors today, to prepare for tomorrow.
Creating Income for What's Next
Are you concerned with how much you have saved for retirement?
Create a Retirement Lifestyle Strategy
A financial plan can help take control of your financial future.
What May My 401k or TSP Be Worth?
Calculate what you may need to help achieve your retirement goals.
We can help you establish a strong foundation.
How Much Will I Need To Save For Retirement?
Get to know our CFS* Financial Professionals and discover how they can help you to plan what's next.
CFS* at UFCU is excited to offer an innovative new way to invest through Schwab Performance Technologies®. This automated management investment service can help you get started.
No matter where you are at in your financial journey, CFS* and UFCU Investment Services™ will be there for you and your family. If you’re just getting started, dreaming about buying a house, or an experienced investor looking to create a legacy, we are here to help.
We are committed to offering complete objectivity and unbiased advice.
We create strategies that are tailored to your needs and goals.
Click here for our latest luncheons, seminars, and live presentations.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Paraplanner CUSO Financial Services, L.P.* at UFCU
Investment Services Manager CUSO Financial Services, L.P.* at UFCU
Wealth Coordinator for Mark Spirk CUSO Financial Services, L.P.* at UFCU
Investment Coordinator for Michael Guthrie CUSO Financial Services, L.P.* at UFCU
Associate Financial Advisor CUSO Financial Services, L.P.* at UFCU
Financial Advisor CUSO Financial Services, L.P.* at UFCU
Wealth Advisor CUSO Financial Services, L.P.* at UFCU
Investment Coordinator for Rodney Nelson CUSO Financial Services, L.P.* at UFCU
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."