How can you help me plan for a better financial future?
Our CFS* financial advisor will guide you on your financial journey step by step and can help with:
401(k)/Pension Rollover Options
Meet Financial advisor NAME
DuGood Retirement and Investment Services, available through CFS* would like to thank you for allowing us the opportunity to service your investment needs. If you have any questions, or require assistance with your investment accounts, please contact CFS* Financial Advisor Monaye Nelson.
Toll-Free: 1 (800) 686-4724 ext. 4495
Direct: (858) 530-4495
*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 services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.