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KSFCU Investment & Insurance Services:
Advice, delivered through a Financial Advisor, is at the core of KSFCU Investment & Insurance Services. Our Financial Advisors registered through CUSO Financial Services, L.P. (CFS), can help you establish your financial goals, assess your tolerance for market risk, develop a comprehensive plan, and build a portfolio that will help you realize your goals. In addition, your Financial Advisor will review your plan and your portfolio periodically to help you keep them in line with changes in your life and market conditions. KSFCU Investment & Insurance Services provides through CFS a full range of investment products and services to Credit Union members as well as non-members.
- Term Life Insurance
- Long Term Care Insurance
- Financial Planning
- Retirement Planning
- 403b Solutions
- College Planning
- Investment Advice
- Brokered CD's
- Tax Advantage Strategies
- Wealth Accumulation and Preservation Strategies ... with a full range of Investment products available through our broker dealer, CUSO Financial Services, L.P. (CFS)
- Stocks
- Bonds
- Mutual Funds
- Tax Deferred Annuities
For specific tax advice please consult a qualified tax professional.
Securities offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Kern Schools Federal Credit Union (KSFCU) is in partnership with CFS. Financial Advisors are employees of KSFCU and registered through CFS.
(Member FINRA/SIPC)
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