CUSO Financial Services - Schedule an Appointment

Offered through CUSO Financial Services, L.P.

Member Personal Information

Your Interests

A Trusted Partner in Achieving Your Goals

CUSO Financial Services, LP (CFS*) is dedicated to working side-by-side with you to deliver sound planning during every stage of life.

As a member of America First, you have access to an advisor who will provide customized investment and retirement analysis during a complimentary, no-obligation consultation. We offer a wide range of services, including:

  • 401(k) rollovers
  • Traditional and Roth IRAs
  • Asset allocation recommendations
  • Financial planning
  • Beneficiary reviews
  • Life insurance options
  • And more

Connecting with an Experienced Professional

No matter what you aim to achieve financially, we provide solutions to help you get there. And we'll find the approach that works best for you. Thank you for choosing America First.

Please refer to the information below when contacting a CUSO advisor:

You are being referred to CUSO Financial Services, LP (CFS), a brokerage firm providing non-deposit investment products and services at America First Credit Union. CFS and America First have an agreement whereby the credit union may refer potential investment clients to CFS. To follow are details about this endorsement:

  • The credit union is not a current investment client of CFS and is not affiliated with CFS.
  • The credit union provides CFS with resources for investment services delivery. As a result, the credit union will receive compensation from CFS if you establish an investment advisory account with CFS or engage CFS for financial planning services.
  • The credit union will receive up to 42% net of fees, expenses, and overhead of investment advisory fees or financial planning fees paid to CFS. The credit union will receive these fees for as long as you maintain an investment advisory relationship with CFS.
  • You do not pay higher investment advisory or financial planning fees because of what is paid to the credit union.
  • The credit union has a conflict of interest as defined by the Securities & Exchange Commission (SEC) because it has a financial incentive to recommend that you establish an investment advisory relationship with CFS to assist with investment goals.
  • The Credit Union may compensate certain Credit Union employees to refer potential clients to CFS for investment advisory services. This creates a conflict of interest because the Credit Union employee receives a $10 one-time payment per referral if the potential client attends a meeting with CFS. The Credit Union employee receives the payment even if the potential client does not establish an investment advisory relationship with CFS.
  • The credit union is not authorized to provide investment advice on behalf of CFS.

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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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union