Financial Planning - available through CFS*
It's incredibly important to us that all of our members reach their financial goals. For this reason, we've formed a relationship with CUSO Financial Services, L.P., (CFS). – A full-service broker dealer.
Our members become more confident in both their short- and long-term finances through numerous available CFS resources. Knowledgeable financial advisors and investment advice is now just a phone call away!
Kathy Wise* - Bio CUSO - Financial Services, L.P.
Phone: (912) 704-1767
Kathy Wise is securities licensed in GA.
Check the background of this firm on FINRA'S BrokerCheck.
- Dedicated personal financial advisor
- Customized financial planning advice
- Investment services
- Professional advice in the following fields:
- Financial, retirement, and estate planning
- Mutual funds & IRAs
- College savings plans
- Tax-deferred annuities
- Stocks, bonds, securities
- Life insurance, disability insurance
- Much more
*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.
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