wealth management services
Turning your financial goals into reality takes more than dreaming. Get the practical help you need to plan for your future and navigate through fluctuating markets.
Get a no-cost, no-obligation consultation with a financial advisor. To make an appointment, call 303.443.4672, x2240 or send an email inquiry.
Investments and
Retirement Planning
CUSO Financial Services (CFS) is your trusted credit union partner for investments.
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Trusts
Trusts ensure that your assets will be passed on to the right people, at the right time, for the reasons you choose.
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Online Portfolio View
View your CFS brokerage account* online. Call 303.443.4672, x2240 to get your member ID and password.
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Online Trading
If you are an investor who wants to make your own investment decisions, eVISION is your premium choice for online investing in stocks, options, and mutual funds. Commissions start as low as $14.95.
eVISION Tour
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Products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. Independent Investment representatives are registered through CFS (member
FINRA/
SIPC).
eVision® is a registered trademark of CFS. Complete pricing schedule is available online.
*If your assets are held directly at a mutual fund or annuity company, you may not be able to view your account information online at Members Portfolio View. Currently, not all mutual fund or annuity companies are participating in our online account service. New participants will be added periodically, so check with your representative for updates.
