Christian Financial Credit Union Investment Center, Available through CUSO Financial Services, L.P.*

Wealth Management and More

Wealth management and investing can be strenuous and confusing. But Christian Financial, through its relationship with our broker dealer CFS, has the products, services and even advisors to help you.

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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. Christian Financial Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer or Registered Investment Advisor (RIA) and does not provide investment advice. Investment products, services and advice are only provided through Atria broker-dealer and RIA subsidiaries. CFS is a subsidiary of Atria.
**eVISION(r) is a registered trademark of CUSO Financial Services, L.P. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule available online. Complete pricing schedule available online.
***Extreme market volatility and trade volume may affect the system access and execution.
Policygenius LLC (DBA Policygenius Services LLC in NY; DBA Policygenius Insurance Services in California) (“Policygenius”), a Delaware corporation with its principal place of business in New York, New York, is a licensed independent insurance broker.