In partnership with CFS we are able to offer members a variety of investment and wealth management solutions, such as:
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.
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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*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.