Consolidate! Rollover an existing IRA or 401(k) of $25,000 or greater and we'll give you $100*! Contact Rahil for details (925)598-4718

Pursue Your Goals with Help from the Investment Services at 1st United Credit Union, available through CUSO Financial Services, L.P.**

 

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 contracted with CUSO Financial Services, L.P. (CFS) to help 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
  • Tax deferred investments
  • 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.
 

Visit Our Investment Blog

 

**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.

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

*$100 gift card provided to all Credit Union members who roll over their IRA, 401(k), of 403(b) of $25,000 or greater with CFS. Limit of one $100 gift card per member. We cannot compensate more than $100 per person per year. Must be 18 or older to participate, CFS reserves the right to provide a rain check or a substitute of equal or greater value.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.