Investment Services

Whatever Your Goals—Investment Strategies and Services to Match

Available through CUSO Financial Services, L.P. (CFS)*

From the kids’ educations to your retirement—all those “someday” things become “today” realities before you know it. Fortunately, the financial strategies and personalized investment services you need are right here—right now.

 

At NRL Federal Credit Union (NRLFCU), we’re all about helping you achieve your goals. And that means careful planning. Thoughtful choices. And a broad spectrum of innovative financial services. We make it all available to you through our carefully selected broker/dealer, CUSO Financial Services, L.P. (CFS).

Grow Your Future

We’ll help you choose from a wide variety of investment products, including:

  • Mutual Funds
  • Stocks and Bonds
  • Annuities and Tax Deferred Investments
  • Insurance Products, including Life Insurance and Long-term Care Insurance

Solid Advice

Smart investment products are just the beginning. Our experienced CFS* Financial Advisors can help you define your goals—and sharpen your strategies for reaching them. We’ll start with a review and analysis of your present financial circumstances. Then offer you personalized guidance and advice, plus helpful tools:

  • Online Account Information so you can access your full-service brokerage account online, 24/7.
  • Online Brokerage Tools for self-directed investors who prefer to conduct their own trading. eVISION®** also offers the ability to buy and sell stocks and mutual funds for as low as $14.95 per trade.

Do you prefer the do-it-yourself approach of online trading? Or the full-service, hands-on approach? Either way, we’re ready to help you reach your goals. Let’s get started. Schedule a complimentary appointment today.

 

*Nondeposit 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. NRLFCU has contracted with CFS to make non-deposit investment products and services available to credit union members. CFP and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

**eVISION® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule available online.

 

Check the background of this investment professional on FINRA Brokercheck