Develop sound solutions for your retirement, generate income, or protect your assets through insurance!
Thank you for choosing Lafayette Investment Services and Retirement Solutions, available through CUSO Financial Services‚ L.P. ("CFS”).* When it comes to developing sound solutions for your retirement, you can feel confident that we’ll work with you each step of the way to guide you to a better future.
When it comes to financial well-being, no one likes the idea of missing an opportunity to help grow their wealth. That’s why Lafayette Federal is proud to announce that we’ve launched Lafayette Investment Services and Retirement Solutions, available through CUSO Financial Services, L.P. ("CFS”)* who offers a full array of brokerage products and services to help our members achieve a healthy financial life.
Now you can receive knowledgeable and objective financial advice, based on your own individual or family situation. It starts when you meet our CFS financial advisor for a no-cost, no-obligation review of your present financial situation.
Appointments are available at any of our branch locations, via virtual appointment, or at a business office location of your choosing. Request an appointment by contacting James Pender, our CFS advisor, directly:
CFS Financial Advisor
Office: (240) 292-5545
Mobile: (202) 924-0208
Click the button below to schedule a meeting.
James’ extensive knowledge of the industry brings value to his clients and compliments his recognition that everyone’s economic and life situation is unique. James takes a cooperative and personalized approach to financial planning. He prides himself on his ability to listen to his clients’ concerns and subsequently implement the right strategies to help them work towards their unique goals.
James graduated from Florida State University with a Bachelor’s degree in Political Science, and earned his Masters of Business Administration with a concentration in Finance from the University of the District of Columbia. He also holds the Chartered Retirement Planning CounselorSM designation earned from the College for Financial Planning. He and his family live in the Washington, DC area.
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