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Investment Options for All Life’s Stages

Financial Resources FCU offers a wide array of Investment Services to members through CUSO Financial Services, L.P.*. Our CFS* Financial Advisors can assist you in financial planning for your future by helping create an income plan designed to help you navigate each stage of life with confidence.

Investment Services

  • Retirement Income Strategies
  • Consolidating Retirement Accounts (401(k), IRA, 403b, Rollovers)
  • Retirement Planning
  • College Planning
  • Financial Planning – Money Guide Pro®
  • Estate Planning
  • Wealth Management

 

Contact us today to schedule a complimentary, no-obligation appointment.

Visit our Investment Page

Call 800-933-3280

Visit your local FRFCU branch

*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-de-posit investment products and services available to credit union members.

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