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

Wealth Management and More

Wealth management and investing can be strenuous and confusing. But Christian Financial, through its relationship with our broker dealer CFS, has the products, services and even advisors to help you.

Illustration of a nest egg with dollar sign
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
Online Trading

Trade by day or by night with E-Vision

Through our broker/dealer, 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.

If you are an investor who wants to make your own investment decisions, CFS is your 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.

Online Insurance

Top to Bottom Life Insurance Coverage Options

Policygenius offers smart tools to easily compare personalized quotes and life insurance policies. And there is still bit of the human touch. You have access to licensed experts to answer questions, handle paperwork, and help you make decisions with confidence.

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Comments or Questions?:
What type of services are you interested in?*

*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. Atria Wealth Solutions, Inc. ("Atria") is not a registered broker-dealer or Registered Investment Advisor (RIA) and does not provide investment advice. Investment products, services and advice are only provided through Atria broker-dealer and RIA subsidiaries. CFS is a subsidiary of Atria.
**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.