Wealth Management (available through CFS*)
As a Velocity member, you can take advantage of professional investment and financial planning services through CUSO Financial Services, L.P. (CFS*), our broker-dealer. If you don’t have a financial plan, then it’s time to get one. Meet our friendly CFS* financial advisor. We're here to help with your financial future!
Call today for a free, no-obligation consultation.
*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 risk including possible loss of principal. Investment Representatives are registered through CFS. Velocity Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.