Investments & Retirement

  • No-cost, no-obligation initial consultation with a financial advisor
  • Investments in a broad selection of mutual funds, stocks, bonds and other securities
  • Management of retirement plans, 401(k) rollovers, wills, and trusts
  • Trusted credit union partner for investment services

Jorin Bale, Robert Cribbs, Scott Herrmann, Douglas Jones, Stephanie Leatherman, and John Marx make up our team of Financial Advisors through CUSO Financial Services, L.P. (CFS). View their licenses, services and office locations.

Your first consultation with an experienced financial advisor is complimentary as a benefit of Elevations Credit Union. If you're just getting started with investing, we'll help identify your short-term and long-term goals, and discuss a customized investment strategy. If you already have an established portfolio, you will benefit from reconfirming your goals and getting a second analysis of your investment plan.

Helpful Resources

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.

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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency