As 2012 comes to a close, now is a great time to think about what you can do to make the most our of your money over the next year. Whether you've been a member for the last sixty-two years or are one of the newest member-owners of SF Fire Credit Union, there are many things you can do to get the most out of your money in 2013.
Welcome to our Newest Members
If you're a new member, welcome! As you look over your full financial picture to see where SF Fire Credit Union can help you with your financial needs, remember to consider your investment accounts. We provide comprehensive, advisor-assisted investing through our registered broker/dealer, CUSO Financial Services, LP.
Call For a Complimentary Appointment
If you've been a member of our credit union for some time, you're probably aware of the helpful Investment Services we have available. Give us a call to make an appointment for a financial check-up with one of our CFS* Financial Advisors. It's always a great idea to review your portfolio and discover what you could be doing differently.
Meet Your Financial Advisors
Our Financial Advisors Dennis Adams and Stephen Seewer have worked together for more than twenty years and are well-informed on a full range of investment solutions.
Financial Planning Services Available through CFS Include:
- Retirement planning
- Income planning
- Investment advisory and risk management
- Life insurance services
- Stocks, bonds, mutual funds, annuities, etc.
- Financial planning