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Products and Services
available through CUSO Financial Services, LP*

Contact us today! Call us at 904.371.8076, option 9

The following financial products and services are available:

  • Financial Planning
  • Estate Planning
  • Complimentary Educational Seminars
  • Mutual Funds
  • Tax-Deferred Annuities
  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • Coverdell Education Savings Accounts (formerly Educations IRAs)
  • 529 College Savings Plans
  • Retirement Plans – 401(k), 403(b), SEP
  • Stocks
  • Corporate and Municipal Bonds
  • U.S. Government Securities 

Community First also provides the following insurance products and services:

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Term Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
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  Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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 for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria.  

Check the background of this financial professional on FINRA's BrokerCheck.