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Serving members worldwide since 1935.

Investment Services

  • Retirement & Education Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments†

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.

View our CUSO Financial Services, LP ("CFS")* Referral Policy.

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

James Pender, CRPC®

CFS Financial Advisor
Office: (240) 292-5545
Mobile: (202) 924-0208

Click the button below to schedule a meeting with James.

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

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS”), a registered broker-dealer (Member FINRAOpens in New Window/SIPCOpens in New Window) 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. Check the background of these investment professionals on FINRA's BrokerCheckOpens in New Window. 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.
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