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

Our Investments Team

    Home Our Investments Team

    Control your investments with service and convenience.

    Financial planning isn’t just for long-term goals like retirement. It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. Our CFS* financial advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a free, no-obligation meeting.

    MEET YOUR INVESTMENT ADVISOR

    WE ARE ALWAYS WORKING HARD TO HELP BUILD YOUR ASSETS

    Frank Deluca, CAS®,CIS™, CFS®

    Financial Advisor
    ...Read More

    Brian Karl, CFP®

    Financial Advisor
    Phone: 732.729.4684 Email: bkarl@finresc.org Location: New Jersey NJ Insurance License 1024115...Read More

    Frank Deluca, CAS®,CIS™, CFS®

    Financial Advisor
    ...Read More

    Brian Karl, CFP®

    Financial Advisor
    Phone: 732.729.4684 Email: bkarl@finresc.org Location: New Jersey NJ Insurance License 1024115...Read More

    *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
    • 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
    Financial Resources Federal Credit Union Investment Services