Did you know that Grow Financial offers personalized financial planning?¹ We’ve contracted with CUSO Financial Services, L.P. (CFS) to provide investment services, and you can schedule complimentary consultations for help with all your financial planning needs. Make the most of your credit union membership today and put your money to work.

Schedule a Complimentary Consultation

What can Financial Advisors help you with?

Whether you’re saving for retirement or college, trying to buy a house, or just need a little help managing your money, our advisors can help you get where you’re trying to go. With the assistance of CFS Financial Advisors, you’ll get a plan that fits your goals and priorities.

Get help with retirement.
We can help with long-term investing for retirement and help structure your investments once you’re in retirement.

Protect your future.
We can get you ready for whatever is coming your way by helping you plan for your children’s education or your long-term care.

Put your retirement assets to work.
We can help analyze and consolidate your IRA, 401(k), 403(b) and 457 accounts, so you avoid overlaps and gaps in your investment portfolio.

What will the consultation be like?

Your advisor will look at your current spending, saving and investing. They will learn about your goals and priorities, make objective recommendations and help you create a financial plan. Plus, they will support your efforts moving forward through the implementation and management of your plan. Ready to let a CFS Financial Advisor help your money grow? Schedule a complimentary consultation.

¹Non-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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

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• Investment Education