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 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 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 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 virtual appointment, or at a business office location of your choosing. Request an appointment by contacting James Pender, our CFS advisor, directly:

James Pender, CRPC®

CFS Financial Advisor
Office: (240) 292-5545
Mobile: (202) 924-0208
jpender.cfsinvest@lfcu.org

Click the button below to schedule a meeting.

Schedule a Meeting

About James Pender

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 Counselor^SM designation earned from the College for Financial Planning. He and his family live in the Washington, DC area.