Investments

Put Your Money to Work for You

Congratulations! You’re one step closer to earning a $50 or $100 rollover bonus,* and more from our experienced CFS financial advisors, available through our broker-dealer CUSO Financial Services, L.P. (CFS)**:

  • Personalized financial planning services
  • Independent and knowledgeable retirement and investment advice
  • A range of competitive wealth management solutions

Schedule your complimentary appointment today:


* Savings Bonus Offer: Transferred IRAs/Rollover 401(k)s with a value of $5,000 to $50,000 will receive a $50 bonus; a value of $50,001 and above will receive a $100 bonus. The new IRA account must be funded within forty five (45) days of account opening, and remain open for at least ninety (90) days to receive a bonus. The bonus will be deposited in your UFCU savings account within ten (10) days after the ninety (90) day anniversary of account opening. Offer is not valid for internal transfers originating from, or made to, an existing CFS IRA. Limit $100 per member. Offer expires December 31, 2019.

** 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.