Investments

Whether planning for a comfortable retirement or seeking sound investment advice, Patriot Financial Services, through CUSO Financial Services, L.P. (CFS)*, is YOUR financial planning and investment resource.

 

*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.