Grow Financial Federal Credit Union

Investment Services

If you would like to learn more about our investment services offerings or schedule a complimentary consultation, please fill out the form below. By providing us with your information, you are agreeing to be contacted by one of our CFS Financial Advisors. Consultations are available both in person at select Grow stores and virtually.

Investment Services Inquiry
What are you most interested in regarding your financial plan? *

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. 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.