Investments

Your Tomorrow Starts Today

Full-Service Stock, Bond and Mutual Fund Trades

  • Invest your bonus
  • Put stored up surplus funds to work
  • Reallocate your current investment portfolio
  • Get access to some of the leading providers of investment services offering choices and defined investment strategies.

Institutional Money Management for High Net Worth Investors

  • Tax-efficient* investment strategy making use of your existing holdings.
  • Restructures and helps increase your investment portfolio.
  • May be advantageous for portfolios concentrated in a particular industry (such as pharmaceutical) or company.
  • Get a personalized, detailed analysis of your current portfolio that outlines alternate strategies to potentially lessen your investment risk at a lower tax cost. *

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

Contact a Financial Advisor today

Tax Deferred Annuities(1)

Call 888.566.2876 or send us an e-mail for more information on Fixed or Variable Annuities.

Give the Gift of Education — The 529 College Savings Plan(4)

  • This tax friendly plan may provide advantages over traditional plans.
  • Available to parents, grandparents, relatives and friends.
  • It offers estate planning benefits.
  • It can be used at any accredited school in the country.

Send us an e-mail to receive details and kit on the 529 Plan.

View Your Investment Portfolio free 24/7

If financial independence is your destination, then investing is your means of transportation. You can become a successful investor by learning the basics, being committed to the process, and periodically adjusting your plan to meet your changing needs. Click here to learn about the fundamental aspects of investing.

Self-Directed Online Trading

For investors who want to make their own investment decisions, we offer online investing in stocks, options and mutual funds with low commissions(2). Free quotes, stock alerts, informative charts and analysis plus high-powered portfolio management and mutual fund screening tools are offered. You have access to the information you need 24-hours a day(3). Complete your application online by clicking here and in no time you can begin your online investing.


(1) Annuities contracts are issued between you and an insurance company and
Are NOT insured by the National Credit Union Administration (NCUA) Are NOT deposits or other obligations of any credit union and are NOT guaranteed by any credit union; and
May be subject to investment risk, including the possible loss of principal amount invested if the issuing insurance company is unable to meet its obligations.
(2) Complete pricing schedule for online trades available by clicking here.
(3) When trading online, extreme market volatility and trade volume may affect system access and execution.
(4) Investors should consider investment objective, risks, and charges associated with Section 529 plans prior to investing.  More information about municipal fund securities is available through the issuer’s official statement, which should be read carefully prior to investing.  Most 529 plans are sponsored and administered by states.  State tax benefits vary among the states, and some states offer residents additional tax benefits if they invest in their own state plan.  Consult your tax adviser for more information.
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. Financial Resources Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.