Skip to content

CUSO Financial Services at Verity Credit Union*
Are You an Existing Client?

log in to your portfolio

CUSO Financial Services (CFS)* advisors at Verity offer guidance and personalized advice on how to plan ahead for future milestones. The CFS team at Verity has decades of experience and is led by a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Whether you're looking to roll over a 401(k), start from scratch or adjust your current portfolio, we're here to help. 

To schedule an appointment, please email us or call (206) 361-5312.

You can check the background of CFS on FINRA's BrokerCheck website.

*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) (“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 CUSO Financial. Verity Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a broker-dealer or Registered Investment Advisor and does not provide advice. CUSO Financial is a subsidiary of Atria.