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Vermont Federal Investment Services, available through CUSO Financial Services, L.P., combines complimentary financial advice with professional investment management. No matter where you are in life, our CFS Financial Advisor will take the time to listen to your needs and make personalized recommendations that are tailored to your financial situation.
Check on the background of CUSO Financial Services, L.P. on FINRA's BrokerCheck.
WHAT WE DO
Risk-Based Investment Management
Retirement and Income Planning
Education Funding
Comprehensive Financial Guidance
401(k) Strategies
Inheritance Consulting
Mutual Funds, Annuities
IRA Rollovers
U.S. Government Securities
AVAILABLE THROUGH CUSO FINANCIAL SERVICES (MEMBER FINRA/SIPC)*
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage service to persons outside of the United States.
