Our Firm

Our CFS investment advisors are registered through CUSO Financial Services, L.P. (CFS), providing assistance to our members to develop plans for:

  • Your Nest Egg
  • Estate, Retirement, and College Planning
  • Tax Management Strategies*

Our CFS Advisors also provides the following services:

  • Complimentary appointments
  • Securities brokerage services through CFS that allow you to purchase mututal funds, stock, bonds, annuities and life insurance.
  • Seminars on financial planning topics (Check out our Seminar Schedule on the website)

Appointments with our Investment department are complimentary.  To book an appointment, please give us a call or send us an email using the link under the Contact Us area of this page.


* For specific tax advice, consult a qualified tax professional.