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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
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      • Investing Calculator
      • IRA Options Calculator
      • 401k Calculator
      • College Calculator
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Investment Services

  • Financial Planning
  • Income Strategies in Retirement
  • Consolidating Retirement Accounts
  • Estate Planning
  • Life Insurance
  • Saving for College
  • Retirement Planning
  • Nearing Retirement
Home Investment Services

Our vision at Financial Resources Federal Credit Union Investment Services, available through CUSO Financial Services, L.P.*, is to provide our members  financial solutions, comprehensive products and an unparalleled service experience.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just get a second opinion, we’re here to help.

One of our CFS* Financial Advisors can provide you with individualized service, and are experienced in working directly with members like you.

Financial Planning

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Nearing Retirement

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Retirement Planning

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Life Insurance

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Saving for College

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Estate Planning

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Income Strategies in Retirement

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Consolidating Retirement Accounts

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*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

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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