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Investment Solutions

Christian Financial Credit Union is pleased to provide our members a full suite of investment products and services through CUSO Financial Services, L.P. ("CFS"). We'd love to help you find an appropriate financial fit! 

Check the background of this firm on FINRA's Brokercheck.

Products and Services available through CFS* include:

  • Mutual Funds
  • Stocks, Bonds and Annuities
  • 401(k) and 403(b) Rollovers**
  • Retirement Planning
  • Education Funding
  • Estate Creation
  • Business Succession Planning
  • Legacy Planning

Your membership at Christian Financial gives you direct access to financial professionals that can help you manage your investment and insurance needs.

*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.

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