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Christian Financial Credit Union Investment Center, Available through CUSO Financial Services, L.P.*

Thank You!

Thank you for your interest in the Christian Financial Credit Union Investment Center, Available through CUSO Financial Services, L.P.* We'll be in touch soon!

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CFCU Investment Solutions

Products and Services available through CFS*

In partnership with CFS we are able to offer members a variety of investment and wealth management solutions, such as:

  • Mutual Funds
  • Stocks, Bonds and Annuities
  • 401(k) and 403(b) Rollover Options
  • Retirement Planning
  • Education Funding
  • Estate Planning Strategies
  • Business Succession Planning
  • Legacy Planning
  • Trust & Will Assistance

*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. Christian Financial Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**eVISION(r) is a registered trademark of CUSO Financial Services, L.P. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule available online. Complete pricing schedule available online.
***Extreme market volatility and trade volume may affect the system access and execution.
Policygenius LLC (DBA Policygenius Services LLC in NY; DBA Policygenius Insurance Services in California) (“Policygenius”), a Delaware corporation with its principal place of business in New York, New York, is a licensed independent insurance broker.