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