Sound investment advice and help determining your goals — it’s not too late to start planning for retirement.
What’s your investment style? Are you investing wisely and sufficiently enough to enjoy your life goals and retirement years? Our Financial Advisors, available through our broker/dealer, CUSO Financial Services, L.P. (CFS)* can help you answer these questions, and more. Our advisors will help you set goals and develop a plan that puts your money to work smarter and harder for you.
Most retired Americans who worked with a Financial Advisor wish they had started sooner. It’s not too late! Schedule an appointment with a Financial Advisor today.
*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.