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It’s never too early to plan for the future. As a member of America First, you benefit from the expertise of our CFS* Financial Advisors, who deliver professional and thoughtful direction to create comprehensive solutions. They’ll provide personalized guidance so you can make educated decisions about retirement plans, income strategies, higher education funding & more. Schedule your complimentary, no-obligation consultation today. We offer a wide range of services, including:
• 401(k) rollovers • Traditional and Roth IRAs
• Financial planning • Beneficiary reviews
• Life insurance options • Many additional programs
Visit cfs.americafirst.com, stop by a branch, or call 1-800-999-3061 for details.
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 members.