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Contact a Financial Advisor

Are you interested in learning more about Wright-Patt Credit Union's financial planning services, available through CUSO Financial Services, L.P. (CFS)*, our broker-dealer? Please fill out this form to have a Financial Advisor contact you to set up an appointment.

Name
Phone
Best time(s) to call
I am interested in the following (check all that apply)
Retirement Planning
IRAs
Reviewing my Existing Investments
Rolling over Retirement Funds
College Planning
Insurance Needs
Tax Strategies

*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.