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* 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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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Goals

  • Getting Started
  • Financial Planning
  • Life Insurance
  • Rollovers
  • Nearing Retirement
  • Estate Planning
  • Income in Retirement
  • Saving For College

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  • 401k Calculator
  • College Calculator
  • Investing Calculator
  • IRA-Options Calculator
  • Life Insurance Calculator
  • Retirement Calculator
  • Retirement Income Calculator

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