Wealth Management


Wealth Management Services
Mary, a retired teacher and golfer, banks with us in Longmont.

Our Wealth Management Advisors are here for you

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.

Contact one of our CFS* Wealth Management professionals today:

Wealth Management Resources

Online Portfolio View

View your CFS brokerage account* online. Call 303.443.4672 x2240 or 800.429.7626 x2240 to get your member ID and password.
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Investments and Retirement Planning

CUSO Financial Services (CFS) is your trusted credit union partner for investments.
Learn More  |  Retirement Calculator  |  Investment Calculator

Changing Jobs (401K rollover and IRA options)

An IRA rollover might provide you with an opportunity to expand your investment options beyond those in your current retirement plan. As well, an IRA may lower your current taxes.
401K Rollover Calculator  |  IRA Options Calculator

Life Insurance

Life insurance needs vary from person to person. We are here to help provide you with the knowledge you need to make the right decision for your unique circumstances and life stage.
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Saving for College

A financial plan is a critical component of preparing for your child's education. The sooner you begin saving for higher education, the better. Even modest savings can really add up if you get them enough time to grow.

College Savings Calculator

Trusts and Estate Planning

Trusts ensure that your assets will be passed on to the right people, at the right time, for the reasons you choose.
Learn More

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® Online Trading  |  Investment Calculator
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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. (Elevations Credit Union OR “The credit union”) has contracted with CFS to make non-deposit investment products and services available to credit union members.

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.