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https://www.floridacu-cfsinvest.com/
Submission: On November 19 via manual from US — Scanned from US
Submission: On November 19 via manual from US — Scanned from US
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<p>*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer
(Member <a class="disclosure" title="FINRA" href="http://www.finra.org/">FINRA</a> / <a class="disclosure" title="SIPC" href="https://www.sipc.org/">SIPC</a>) and SEC Registered Investment Advisor. Products offered through
CFS: <strong>are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal.</strong> Investment Representatives are
registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.</p>
<p>Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing
and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.</p>
<p>CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment
or strategy. Past performance does not guarantee future results.</p>
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Login Menu * Home * ABOUT * Advisors * Mission Statement * Products & Services * Useful Links * FINANCIAL GOALS * Estate Planning * Financial Planning * Income in Retirement * Life Insurance * Nearing Retirement * Rollovers/Consolidating Accounts * Saving for College * TOOLS * Digital Investment Advice * Financial Calculators * Glossary * Tax Resources * RESOURCES * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * FLORIDA CU * CONTACT US Login YOUR LIFE. YOUR FINANCIAL PROFESSIONAL. From wealth management to retirement solutions, our professionals can help you pursue your financial goals. Schedule a Consultation YOUR LIFE. YOUR FINANCIAL PROFESSIONAL. From wealth management to retirement solutions, our professionals can help you pursue your financial goals. Schedule a Consultation YOUR LIFE. YOUR FINANCIAL PROFESSIONAL. From wealth management to retirement solutions, our professionals can help you pursue your financial goals. Schedule a Consultation YOUR LIFE. YOUR FINANCIAL PROFESSIONAL. From wealth management to retirement solutions, our professionals can help you pursue your financial goals. Schedule a Consultation YOUR LIFE. YOUR FINANCIAL PROFESSIONAL. From wealth management to retirement solutions, our professionals can help you pursue your financial goals. Schedule a Consultation WHO WE SERVE Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you may benefit from a team of financial professionals in your corner. SPEAK TO A PROFESSIONAL If you’re ready to work with a financial professional, let’s sit down to talk. Schedule a Consultation WE HELP INVESTORS BRIDGE THE INVESTMENT CONFIDENCE GAP. * Overcome hesitancy Get educated and started on your investment journey. * Manage risk Protect your family at every stage of life. * Wealth management strategy Develop a roadmap as unique as you are. * Anticipate major life transitions Get guidance if you see change ahead. OUR SERVICES FIRST-TIME INVESTORS Overcome market hesitancy with education and guidance. -------------------------------------------------------------------------------- Learn more BUSINESS OWNERS AND ENTREPRENEURS Supporting small business owners and investors. -------------------------------------------------------------------------------- Learn more WEALTH MANAGEMENT Consultation and management. -------------------------------------------------------------------------------- Learn more INSURANCE APPROACHES Protect yourself and your family. -------------------------------------------------------------------------------- Learn more ESTATE STRATEGY Support for every phase of life. -------------------------------------------------------------------------------- Learn more RETIREMENT ROADMAPS One of your most important financial milestones. -------------------------------------------------------------------------------- Learn more SCHEDULE A COMPLIMENTARY CONSULTATION If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we’re a good match for you. Name Email Address Phone Question Submit Thank you! Oops! CONTACT Office: 800-284-1144 P.O. Box 5549 Gainesville, FL 32627 cfsinvest@flcu.org QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.