Font Size: A A A
 
 
  Products / services  
 

Investment Services

Take simple steps now to get set for life.

Our wide selection of investment products and services available through our broker/dealer, CUSO Financial Services, L.P., are designed to help you get the most from your money.

  • Financial Planning Services
  • Individual Retirement Accounts (IRAs)
  • Variable and Fixed Annuities
  • College Savings
  • Mutual Funds
  • Stocks and Bonds
  • Long-Term Care Insurance
  • Life Insurance
  • 401 (k) and 403 (b) Tax Sheltered Accounts
  • Retirement Planning
  • Pension and Retirement Plan Rollovers

Get financial guidance from a professional.

For more information, contact Financial Advisor Colin Babb at 800/ 290-1112 x5063.

To schedule a no-obligation appointment, please 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. American First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.