Wealth Management (available through CFS*)

Wealth Management
(available through CUSO Financial Services L.P.*)
 

IRAs • Retirement Planning • Risk Management
Investments • Advanced Financial Planning

Ask about your no-obligation consult today.

 

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 advisors. They’re here to help with your financial future!

Call today for a free, no-obligation consultation.

Kenny Truong

Kenny Truong
CFS* Financial Advisor
Call 737.237.1444

North Austin
1201 West Braker Lane

Round Rock
900 W. Round Rock Ave.

Cedar Park
1230 E. New Hope Dr.

Kent Johnson

Kent Johnson
CFS* Financial Advisor
Call 512.469.7091

South Austin
9300 South IH-35 (at Slaughter Lane)

Brodie Oaks
4220 South Lamar, Suite 100

Downtown
610 East 11th Street

Velocity Credit Union logo*
Email: allWM@velocitycu.comwww.velocitycu.com/wm

*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.

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