University Federal Credit Union: Live, Learn, Prosper

Investments

Let our representatives help you plan for the future.

As a member-owned financial cooperative, our goal is helping you achieve lifelong financial success. In addition to our checking, savings and insured investment accounts, we offer both personal and online financial planning assistance. Through our broker-dealer, CUSO Financial Services L.P. (CFS)*, we offer:

Mutual Funds
Tax Deferred Annuities
529 Plans

 

Traditional & Roth IRAs
Stocks & Bonds
Life Insurance

Personal Financial Advice - Email or call us to review your investment objectives and develop your personal investment plan

Online Investing – Manage and track your investments from the convenience of your home with our online tools

Newsletter – The Wealth News newsletter brings monthly updates on the latest investment trends and ideas.

UT Retirement Plans – UFCU provides UT Retirement Planning and ING Financial Advisers accounts through CFS.

Brokered CDs – Wish CD Rates Were Higher?



* 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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

Printed from the UFCU website. Find this page at:
https://www.ufcu.org:443/accounts/investments/index.php?loc=banner