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Investments / Insurance through CFS* at Wright-Patt Credit Union

Retirement Planning

Retirement Planning

Sound investment advice and help determining your goals — it's not too late to start planning for retirement today.

 

401k & SEP Rollovers

401(k) & SEP Rollovers

Advice on your retirement plan when leaving a job — learn which option is best for you.

 

College Planning

College Planning

Guidance to help you provide for your child’s education — learn the best way to begin investing in your child.

 

Life Insurance

Life Insurance

Choice and selection of policies to fit your unique needs — gain peace of mind knowing your loved ones will be taken care of.

 

Accidental Death & Dismemberment

Accidental Death & Dismemberment

Receive $1,000 in coverage at no cost — another reason it pays to belong at Wright-Patt Credit Union.

 

Long-Term Care Insurance

Long-Term Care Insurance

Assistance determining the amount of insurance you really need — a smart way to protect yourself from long-term care expenses.

 

Self-Directed Investing

Self-Directed Investing

Low-cost, online self-trading — take control of your investments.

 

Advisor-Assisted Investing

Advisor-Assisted Investing

Unbiased investment advice — our registered Financial Advisors can find the right investment products to help meet your financial goals.

 

Turbo Tax

Turbo Tax®

Access to Federal Free Edition or receive a discount on other products — members save money with TurboTax.

 

Nationwide Insurance®

From auto, to home and pet insurance – members save with Nationwide Insurance®

 

*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. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.