WEALTH MANAGEMENT PRODUCTS AND SERVICES THROUGH CFS*
Through our partner CUSO Financial Services (CFS)*, we provide a wide selection of investment products, including:
- Bonds - U.S. Government, Municipal, Corporate
- Mutual Funds
- Certificates of Deposit
- and much more
We also provide the following services:
- Retirement planning
- 401(K) & TSP rollovers
- Portfolio reviews
- Asset allocation
- Life and estate planning
- Educational savings
- Overall wealth management
Contact us today to set up your complimentary consultation with a CFS* Financial Advisor.
*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. Verity Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.