Achieve your financial goals
At GeoVista Credit Union, we're committed to helping our members achieve their financial goals! That's why we've formed a relationship with CUSO Financial Services, L.P., (CFS) a full-service broker-dealer and registered investment advisory company formed in 1996.
Through CFS, we offer a complimentary, no obligation consultation with a registered Financial Advisor, who will work with you to help you identify and achieve your long-term financial goals.
Why invest with us?
GeoVista CU is continually seeking ways to better meet the financial needs of our members and add value to membership. Providing members with access to customized financial planning advice and investment services is just one of the many ways the credit union does just that!
All the financial tools you need, available through CFS*
- Financial Planning
- Retirement Planning
- Estate Planning
- Mutual Funds
- Tax-Deferred Annuities
- Individual Retirement Accounts (IRAs)
- Roth IRAs
- Education IRAs
- 529 Plans
- Custodial Accounts
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- Retirement Plans 401(k), 403(b), SEP
- Education Fund Accounts
- Stocks
- Corporate and Municipal Bonds
- Money Market Funds
- U. S. Government Securities
- Life Insurance
- Disability Income Insurance
- Complimentary Educational Seminars
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*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. |
