Welcome to Financial Resources Federal Credit Union
Investment Services

Your Goals. Our Tailored Solutions: At Financial Resources Federal Credit Union Investment Services, available through CUSO Financial Services, L.P. (CFS*), we invite you to partner with one of our CFS* financial advisors who will take the time to understand the goals you have for your wealth and build a roadmap to get you there.  Our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. We can help you develop your financial strategy with customized planning to fit your needs. For more information please contact one of our CFS* financial advisors  to set up a free, no-obligation meeting.

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