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Realize Your Someday

with knowledgeable investment advice and planning through CUSO Financial Services, L.P.*

Investing in your financial future

Someday is not as far off as you might imagine.  Planning ahead and setting goals is the first step to enjoying your someday, whether that’s retirement or sending a child off to college.

In today’s market, it’s essential to work with a financial advisor who can provide you insight and guidance based on an understanding of your unique situation. The financial advisors at InRoads Credit Union, available through CUSO Financial Services, L.P. (CFS), our broker dealer, are your advocates for the future with the tools to help you work toward your goals, including:

  • 401(k), 403(b), 457, TSP Rollovers
  • Retirement Planning
  • Higher Education Planning
  • Tax Deferred Investing
  • Retirement Income Planning
  • Life Insurance / Long-Term Care

As a member of InRoads Credit Union you have access to a complimentary consultation. Contact Matt Weinert, CFS Advisor, at 503.366.6341 or via email at [email protected] to schedule your no-cost, no-obligation appointment.

Check the background of our investment professionals on FINRA’s BrokerCheck.

View our handy calculators.

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