Our Services

Ardent Investment Services provided by CFS*, our broker-dealer:

Full Brokerage services providing stock, bond, and mutual fund trading.

Pre-Retirement Planning.  Don't rely on Social Security to meet all of your future financial needs.  Be prepared and plan ahead.

Post-Retirement Planning.  Knowing what to do with that pension plan or 401 (k) and making prudent investment decisions may allow you to take advantage of the good life.

Education. We offer periodic seminars, as well as online newsletters.  Visit our Learning Center above for more articles about investment options and financial planning.  Our Market Watch section allows you to track and chart markets real-time, as well as create your own online portfolio.

IRAs. Convert an existing IRA to a Roth IRA.  Start a Traditional, Roth, SEP IRA or roll over an employer plan to an IRA.

College Education Funding. Don't wait until your kids are in high school to think about their college education. 529 College Savings Plans are a possible option.  Contact our Investment Department for details.

Portfolio Strategies. Make sure your portfolio is properly balanced.  Know how tax laws* and investment strategies can affect your portfolio.

Annuities. Contact our Investment Department to find out if these investments are right for you.

Life Insurance.  Preparing for the unexpected is one of the first things you should do for your family and one of the best things you can do for their financial independence.

Mutual Funds may provide a way for you to diversify your portfolio.  Contact us for more information.

Member Portfolio View is an online service that allows you to view your brokerage account through CUSO Financial Services, L.P

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