INVESTMENT SERVICES

We are proud to announce that Lafayette Federal now provides Investment Services and Retirement Solutions through CUSO Financial Services, L.P.*

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 just 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.

Services include:

• Retirement Planning
  
• Education Planning
  
• Full-Service Professional Management
  
• Traditional IRA’s, Roth IRAs & Rollover options for 401(k)s, 403(b)s and TSP
• 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 will have a Financial Advisor to:

• Listen to your financial needs
• Provide impartial advice to help you make informed decisions
• Be dependable and responsive
  
  

Appointments are available at any of our branch locations, via Skype^TM, or at a business office location of your choosing. Request an appointment online or contact our CFS advisor directly: 

*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 riskincluding possible loss of principal. Investment Representatives are registered through CFS. 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.