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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) Rollover Options
  • 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.

Online Trading with eVision®

Together with CUSO Financial Services, L.P. (CFS)*, we provide the investment choices you want and the tools and services you need to help you achieve your financial goals.

Self-Directed Online Trading

If you are an investor who wants to make your own investment decisions, CFS is your premium choice for online investing in stocks, options, and mutual funds, with commissions as low as $14.95**. To assist you in your decision making, you have access to quotes, charts and analysis, plus high-powered tools for managing your portfolio and screening mutual funds. You have 24-hour*** access to the information you need, every day.

eVision® is a registered trademark of CFS.

*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.

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