This is an Archived Post
The information on this page is from a previous Memberline newsletter and the offers listed may no longer be available.
America First can deliver valuable services to assist you in achieving long-term financial goals. CFS* Advisors, available through CUSO Financial Services, are ready to help members meet and exceed your monetary goals. They offer sound advice regarding retirement planning, investing, Social Security benefits, and more.
Among the topics you can address with our professional and dedicated advisors include:
- Establish and monitor strategies to cut debt
- Create realistic plans to reach broad achievements
- Help keep retirement strategies on track • Provide personalized investment analysis
- Adjust plans when life changes occur
- Estate development to protect the family’s future
- Much more
You’re invited to benefit from the expertise provided by our CFS Advisors. Visit americafirst. com or call 1-800-999-3961 to schedule a no-cost, no-obligation appointment.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CUSO Financial), a registered broker/dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial 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 CUSO Financial. The credit union has contracted with CUSO Financial to make non-deposit investment products and services available. Atria Wealth Solutions, Inc. (Atria) is a modern wealth-management solutions company and is not a registered investment advisor or broker/dealer. Investment products, services, and advice are only provided through CUSO Financial, a subsidiary of Atria.
More Memberline Articles
We're Here to Help You
At America First Credit Union, our chief concern is the financial well-being of members. We strive to provide superior products and services and strengthen the communities we serve.