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Serving members worldwide since 1935.
Straightforward and objective investment advice can save you time while making the most of your money. Our financial advisors are here to assist you in planning for the future, and are available to meet in-person or online; whichever you prefer!

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.
Members FINRA/SIPC
Phone: (703) 298-6777
(serving Jack Welty, SBA,
Columbia Heights and Crystal City)
James Halabi
Wealth Advisor
CUSO Financial Services, L.P.
Members FINRA/SIPC
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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