Retirement is in sight and we want to help you have the view you want. As a member you have access to CFS* Advisors from Community First Investment Services that can help you plan to retire the way you want to. The best part is that they can provide a complimentary financial review to help you get started today. Just follow the easy steps below.
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. Community First Credit Union of Florida 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.