财富管理
我们做什么
财富管理团队, 可通过CUSO Financial获得, was established to help investors pursue all of their financial goals with the experienced advice of experienced professionals.
To take advantage of the many available options, today’s investor needs 1) an understanding of which products are most appropriate for each situation and 2) a relationship with an investment professional who has a clear understanding of the investor’s needs.
CFS advisors are committed to putting quality, service, and objective advice first. We also offer clients access to a wide assortment of financial services, including:
- Retirement Planning: Design an outlay strategy to help you pursue all of your retirement goals.
- Tax-Advantaged 投资ing: Potentially reduce your liability and let more of your money work for you.
- 遗产规划: Designed to preserve wealth from generation to generation.
- Saving for College: Create a plan to support rising costs of higher education.
- 投资ment Portfolio Analysis: Stay informed as to how your investments are performing and make adjustments as needed.
财富管理团队, 透过中心提供, was established to help investors pursue all of their financial goals with advice from experienced professionals.
We provide access to a variety of financial products including:
- 共同基金
- 可变年金和固定年金
- 人寿保险
- 个股
Call (520) 351-5048 for your appointment today!
Non-deposit investment products and services are offered through CUSO Financial 服务, L.P. (“CFS”), a registered broker-dealer (Member 美国金融业监管局 / SIPC) and SEC Registered 投资ment Advisor. 透过中心提供的产品: 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. 投资ment 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. Atria财富解决方案公司. (“Atria”) is not a registered broker-dealer and/or Registered 投资ment Advisor and does not provide investment advice. 投资ment advice is provided through CUSO Financial, a subsidiary of Atria.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. 应对, 或与…接触, 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.
