Let us find you one that makes you happy! 

During fluctuating financial times, your ability to locate and invest in attractive CD rates will help your savings continue to earn competitive rates. Kern Schools Investment and Insurance Services, in partnership with CUSO Financial Services (CFS), is pleased to offer a new brokered CD service. It allows you to shop and choose from a variety of FDIC insured CDs offered by financially strong* institutions to find competitive market rates. Best of all, the entire fee free transaction is handled by your trusted Investment Advisor at Kern Schools Investment and Insurance Services.

Program Benefits:

 

  • More Choices – You’ll find a great selection of competitive rates and maturities.
  • FDIC Insurance – Bank CDs are insured up to $250,000 at each financial institution. By holding CDs at different banks, your ability to maintain fully insured deposits increases.
  • Convenient – By contacting an Investment Advisor, you’ll have access to many different CDs with attractive rates and maturity options.
  • Streamlined Reporting – Your brokered CDs will become part of your Kern Schools Investment and Insurance Services online reporting system. You’ll be able to view the CD on the same page as your investments. Also, Kern Schools Investment and Insurance Services will issue one 1099 for all your CDs, no matter how many institutions you invest with. 

     "CLICK HERE" for Brokered CD Coupon Rates.



    Teachers deserve the best...in and out of the classroom.  Click on the link below to review a number of helpful resources that are available to you.
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    SAVING FOR COLLEGE 

    "CLICK HERE" for 529 Plan information.

    Advisors & Registered Representatives

    Our Financial Advisors registered through CUSO Financial Services, L.P. specialize in helping people maintain a healthy financial balance and discover smart money strategies. Call (661)-833-7730, or click on the Registered Representatives link located on the left side bar, to set up an appointment to review your investment objectives, and to discuss any questions you might have.
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