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Pursue Your Goals with Help from the Investment Services at 1st United Credit Union
There's no better time to assess your long-term financial needs and plotting a path to your future financial independence than the present. At 1st United Credit Union, we've partnered with CUSO Financial Services, L.P. (CFS) to meet all your investment and retirement needs.
Our CFS registered representative can assist you with everything from financial advice to retirement planning. He is eager to meet with you, get to know you, and help establish a plan that will serve all your financial needs. Services include:
- Retirement planning
- Estate planning
- Income planning
- Life insurance
- College funding
- Long-term care planning
- Complimentary seminars
To help you reevaluate or establish your financial goals, we extend an invitation to you for a complimentary financial consultation. During your consultation we can review and discuss your investment objectives. Whether you are considering retirement, dealing with a life event change or would just like a second opinion on your current investment strategy, we can help. Our CFS registered representatives are securities licensed in California. Additional states may be available upon request.
Access Your Account Online
View your investment accounts online by logging into online banking above. Click on Investment Accounts under the Other Services area. If you don't have an online banking account with 1st United, click the Enroll link above.
Contact our CFS* representative to get started today.
Rahil Machiwalla, Financial Advisor
109 Review Way
Rahil Machiwalla has been a financial planner since 2009. After receiving his Bachelors of Science degree in Finance at San Jose State University, he began his career at Citibank. Rahil has had the pleasure of working at a variety of firms including Citicorp Investment Services, Citi Smith Barney, Morgan Stanley Smith Barney, Chase Investment Services, and CUSO Financial Services. He transitioned to 1st United Credit Union in 2011 because he believed the credit union philosophy of "people helping people" matched his consultative, down-to-earth style. Rahil identifies his clients’ goals and makes it his goal to support them personally, professionally and financially. He has the ability to connect with his clients and understand their objectives, their time horizons and their comfort level with risk. Rahil is available for retirement planning, 401k rollovers, estate planning, college funding, insurance protection and portfolio analysis.
*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 credit union members. Please consult a qualified tax advisor for specific tax advice.