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Investment
Services --> Product Overview
Investment Services
Take simple steps now to get set for life.
Our wide selection of investment products and services available through
our broker/dealer, CUSO Financial Services, L.P., are designed to
help you get the most from your money.
- Financial Planning Services
- Individual Retirement Accounts (IRAs)
- Variable and Fixed Annuities
- College Savings
- Mutual Funds
- Stocks and Bonds
- Long-term Care Insurance
- Life Insurance
- 401(k) and 403(b) Tax Sheltered Accounts
- Retirement Planning
- Pension and Retirement Plan Rollovers
Get financial guidance from
a professional.
For more information, contact Financial Advisors Ryan Gallo
or Michael Gennawey at 562.698.8326 or
toll-free at 866 CU SoCal (866.287.6225).
To schedule a no-obligation appointment, please click
HERE.
Investment products and services offered through
CUSO Financial Services, L.P. (CFS) an independent broker/dealer,
are not NCUA/NCUSIF insured, not credit union guaranteed and may
lose value. Financial advisors are employed and registered with CFS.
CU SoCal is in partnership with CFS (Member FINRA/SIPC). |
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