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If you’ve been affected by a natural disaster, we're here to help. Our sincere thoughts and condolences go out to the countless individuals impacted. If you are one of those personally affected, please contact us at 240-292-5356 or Lafayette-AssetRecovery@lfcu.org to discuss how we can possibly assist.
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Serving members worldwide since 1935.

Meet YOUR Financial Advisor
At Lafayette Federal’s Investment Days!

September Branch Schedule

  • McLean: September 26
  • Crystal City: September 27
  • Columbia Heights: September 29

Did you know? Through your Lafayette Federal membership, you have access to our member-exclusive Financial Advisor, James Pender! As your personal consultant, James is available to help you develop a solid financial plan for your future, putting your financial interests above all else.

We’d like to introduce you to James at our In-Branch Investment Days, where you can take advantage of a no-cost, no-obligation review of your present financial situation.

James will provide impartial advice, and work with you one-on-one to assist with:

  • Retirement Planning
  • Education Planning
  • Full-Service Professional Management
  • Traditional IRAs, Roth IRAs & Rollover Options for 401(k)s, 403(b)s and TSPs
  • Insurance
  • Portfolio Products for Your Business
  • Wealth Transfer & Estate Planning

Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, you have a dedicated Financial Advisor at Lafayette Federal.

Stop by your local branch to meet James, learn all about our Lafayette Investment Services and Retirement Solutions program, available to members through CUSO Financial Services, L.P. ("CFS”)*, and start planning for a brighter financial future!

Hosted by:

James Pender

James Pender, CRPC®

CFS Financial Advisor
Office: (240) 292-5545
Mobile: (202) 924-0208

Click the button below to schedule a meeting.

*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. Check the background of these investment professionals on FINRA's BrokerCheck. Lafayette Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.
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