Check the background of this financial institution on FINRA's BrokerCheck.
Financial Resources Federal Credit Union Investment ServicesFinancial Resources Federal Credit Union Investment ServicesFinancial Resources Federal Credit Union Investment ServicesFinancial Resources Federal Credit Union Investment Services
  • HOME
  • INVESTMENT SERVICES
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • OUR TEAM
    • Brian Karl, CFP®
    • Frank Deluca, CAS®,CIS™, CFS®
  • RESOURCES
    • Calculators
      • Retirement Calculator
      • Investing Calculator
      • IRA Options Calculator
      • 401k Calculator
      • College Calculator
      • Life Insurance Calculator
  • LOGIN
    • Clear1
    • eVISION Online Trading
  • CONTACT US
  • MYFINANCIALRESOURCES.ORG

Figure out your financial goals We can help you create
your own personalized financial plan
Learn More
Save now and celebrate later Education savings plans can
help take the stress out college
Learn More
Envision your
retirement lifestyle
Calculate what you may need
to save for retirement today
Learn More
We can help you plan for a
future that can last a lifetime
Start planning for your retirement today Learn More
Family comes first Life insurance plans can help
protect the ones that matter most
Learn More
Live The Life You
Want Through Retirement
We can help you generate income
to potentially last a lifetime
Learn More

Lifestage Calculators

Use our tools to help plan for important financial milestones. Calculate the results, download your custom report, and share the findings.

Retirement Calculator

Investing Calculator

401k Calculator

College Calculator

IRA-Options Calculator

Life Insurance Calculator

Investment Services

See how we can help you reach your goals.

Connect with a CFS* Advisor

Learn more about the investments & insurance team.

Login to Your Accounts

Easily view your investment portfolio or trading accounts online

*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Quick Links

Investment Services

Our Investments Team

Resources

Clear1 Login

eVISION Online Trading Login

Contact Us

Myfinancialresources.org

Financial Calculators

Retirement Calculator

Investing Calculator

IRA-Options Calculator

401k Calculator

College Calculator

Life Insurance Calculator

Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
  • 401k Calculator
  • Access Your Investment Accounts
  • College Calculator
  • Contact Us
  • Financial Resources Federal Credit Union Investment Services
  • Investing Calculator
  • Investment Services
    • Consolidating Retirement Accounts
    • Estate Planning
    • Financial Planning
    • Income Strategies in Retirement
    • Life Insurance
    • Nearing Retirement
    • Retirement Planning
    • Saving for College
  • IRA Options Calculator
  • Life Insurance Calculator
  • Our Investments Team
  • Retirement Calculator
Financial Resources Federal Credit Union Investment Services