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Serving members worldwide since 1935.

Are you worried that your money may not be working hard enough? Where do you turn to for income in this low interest rate environment? About 70% of working Americans are concerned that they will outlive their money.

Let us help you remove some of that unknown and reduce the stress of your planning. Whether you're a beginner or an experienced investor, we can assist you with your planning needs:

  • Rollovers 401(k) - 403(b) - 457 - TSP
  • Retirement Planning
  • Creating Retirement Income
  • Life Insurance/Long Term Care

As a member of Lafayette Federal, you are entitled to a free, no obligation appointment with Lafayette Federal Investment Services and Retirement Solutions, through CUSO Financial Services, L.P. (CFS).* We will help you navigate through the retirement income decision making process and help you uncover which options are best for you, your family, and your situation.

Contact one of our CFS Financial Advisors or click here to set up an appointment.

John Fitchett
Wealth Advisor
CUSO Financial Services, L.P.
Phone: (703) 298-6777
(serving Jack Welty, SBA,
Columbia Heights and Crystal City)
James Halabi
Wealth Advisor
CUSO Financial Services, L.P.
Phone: (202) 731-9019
(serving Kensington, Cabin John,
Falls Church and McLean)
*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.
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