Select the ones that are right for you.
To help ensure that you make the right investments, it is important to keep two things in mind: working toward your financial goals and staying within your risk-tolerance level. Your SMCU Investment Representative available through CUSO Financial Services, L.P. (CFS) our broker dealer can help you keep sight of these two priorities so you are comfortable with your decisions. And if at any time your future takes a different direction, your representative will provide the necessary guidance to redirect your course.
The following investment products and services are available through CFS to help you structure the portfolio that suits you best:
- Financial Planning
- Estate Planning
- Mutual Funds
- Tax-Deferred Annuities
- Individual Retirement Accounts (IRAs): Traditional, Roth, Education
- 529 Plans
- Custodial Accounts
- Retirement Plans: 401(k), 403(b), SEP
- Education Fund Accounts
- Stocks
- Corporate and Municipal Bonds
- Money Market Accounts
- U.S. Government Securities
- Long-Term Care Insurance
- Disability Income Insurance
To contact one of our Investment Representatives:
For inquiries about other credit union services,
contact an SMCU Member Service Specialist by:
Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Investment Representatives are affiliated with San Mateo Credit Union and registered through CFS. San Mateo Credit Union is in partnership with CFS (member FINRA/SIPC).
