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Available through CUSO Financial Services, LP (CFS)*

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Investment Planning

You work hard and save when you can, but saving and investing aren't the same. No investment plan is one size fits all, which is why we offer a range of investment products, through CFS, to prepare you and your family for years to come.

Schedule an appointment Meet our CFS financial advisors
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Retirement Planning

It's never too early—or too late—to plan for retirement. We can help break down your financial goals into small steps so you can better understand your options and make informed decisions, whether you’re an individual or a business owner.

Learn more Schedule an appointment Meet our CFS financial advisors
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Estate Planning

Leave a legacy. An estate plan provides for your loved ones or charitable causes when you’re no longer able to do so yourself. Our CFS advisors* work with outside estate planning attorneys to help see your plans through.

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Check the background of these investment professionals on FINRA's BrokerCheck.

* Nondeposit 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. Nondeposit investment 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. SELCO Community Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members.