Click here for information about out new Investment Advisor Steve Seals
Preparing for retirement, sending children to college, purchasing a first home - These are lifestyle goals we set for ourselves, without spending much time planning how to achieve these goals.
Now you can - with University of Kentucky Federal Credit Union Investment Services through CUSO Financial Services, L.P.
The CUSO FInancial Services Investment Representative at the University of Kentucky Federal Credit Union is available to help you with your investment decisions with the latest information on an array of products, including:
- Mutual Funds
- Fixed & Variable Annuities
- Stocks
- Bonds
- Life Insurance
University of Kentucky Federal Credit Union Investment Services provide full service investment options, through our broker dealer CUSO Financial Services, L.P. (CFS), caters to those individuals who seek comprehensive advice from an Investment Representative in conjunction with:
- Financial plan development
- Employee benefit options
- Investment strategy development
- Pre- and post-retirement planning
- Portfolio reviews, analysis and assessments
Contact the University of Kentucky Federal Credit Union Investment Services for all your investment needs at 859-264-4200 ext 229.
Investment Products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Representatives are registered through CFS. (Member FINRA/SIPC) www.finra.org
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