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Advisor-Assisted Investing through CFS* at Wright-Patt Credit Union

Unbiased financial advice — our Retirement Solutions team can help you develop a plan toward achieving your financial goals.

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Planning for retirement can be stressful, even under the best situations. There is a lot of information available and it can be hard to know who or what you should pay attention to. Trying to make sense of it all can seem like an impossible task, especially if you’re trying to do it on your own.

The CFS* financial advisors and registered representatives on WPCU’s Retirement Solutions team, available through CFS,* are here to sit down with you side-by-side to:

  • Better understand your unique situation, goals and aspirations 
  • Set achievable short- and long-term goals for a happy retirement 
  • Develop a plan to help you cut through the clutter and stay on your path to success

Our Retirement Solutions team has a broad range of funds and products to choose from to assist them in finding a solution that best fits your personal needs. Their experience in building financial plans can help you unlock your possibilities.

To schedule a no-obligation appointment with our Retirement Solutions team, click here.

*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.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Keep more of your hard-earned money. Check out our other websites:

Respect Your Money - Young Today, Money Smart TomorrowFraud Awareness - Protect Yourself From FraudWright 4 You Mortgage - A Perfect Fit

Any links to external websites are links to alternative sites not operated by WPCU. WPCU is not responsible for the content of the alternate site. The privacy and security policies of the alternate site may differ from those practiced by WPCU. WPCU does not represent you or the third party if you enter into a transaction with the third party.

Wright-Patt Credit Union is committed to providing a website that is accessible to the widest possible audience in accordance with ADA standards and guidelines. We are actively working to increase accessibility and usability of our website to everyone. If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at (800) 762-0047 or by clicking here. All products and services available on this website are available at all Wright-Patt Credit Union branches.

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