Plan

Investment Services

Available through CUSO Financial Services, L.P.*
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Protect yourself today by planning for tomorrow

Strata Credit Union has partnered with CUSO Financial Services, L.P. to offer investment services and financial planning to our members.

Our CFS* Investment Advisor, Craig Maytubby, works in partnership with members to identify needs, establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultation in order to help them meet their financial goals.

Services Offered

  • Financial Planning
  • Life Insurance
  • Rollover/consolidating accounts
  • Nearing Retirement Planning
  • Income in Retirement
  • Saving for College

Financial Calculators

green financial caculators

Our partnership with CFS* allows us to share many financial calculators to help our members.

Customer Service Focused

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Our CFS* in-house Investment advisor is able to connect with our members who wish to plan for the future. Our CFS* advisor is able to show what other products lie beyond the credit union federally insured product line of deposit and credits to reach your financial goals.

Disclosures

*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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