FAQ: Investments > College Planning

• How can I make an appointment with a Financial Advisor to discuss my child’s college education investment?

  The Financial Advisors, available through our broker/dealer, CUSO Financial Services, L.P.*, at Wright-Patt are available by appointment at any Member Center. Appointments can be made by calling (937) 912-7855 or (800) 762-0047, ext. 7855

• What financial planning services do you offer?

  The following services are available at Wright-Patt Credit Union through CUSO Financial Services, L.P.*, our broker/dealer:

  • Retirement Planning for Individuals and Businesses
  • 401(k), 403(b), and Pension Rollovers
  • IRAs (Traditional, Roth, and Educational)
  • Stocks and Bonds
  • Mutual Funds
  • Fixed and Variable Annuities
  • College Planning (529 Plans and Educational IRAs)
  • Tax and Estate Planning
  • Insurance Products (Life, Disability, and Long-term Care)

  *Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not obligations of the credit union, not credit union guaranteed and may lose value. Advisors are employed by Wright-Patt Credit Union (WPCU) and registered through CFS. WPCU is in partnership with CFS. (Member FINRA/SIPC and SEC Registered Investment Advisor)

• What other options do I have for funding an education?

  Along with scholarships and grants, Wright-Patt’s Student Choice loan is a better way to achieve the dream of higher education. Federal PLUS and Stafford loans are also available at Wright-Patt. To learn more, click here.