From building college savings and growing your retirement during working years to retirement planning and asset management—our CFS Financial Advisors offer personalized financial services and investment advice to help you prepare for every stage of life.
Being a First customer, you'll have access to your very own personal finance advisor to help guide you through the process of financial budgeting, retirement savings and more. Contact an investment advisor today to schedule a complimentary consultation.
Manage your portfolio, check quotes, make trades, and more online. Take full control of your future and manage your investments anywhere, at any time with First's convenient online investing and brokerage tools.
Our experienced team provides personalized investment strategies and financial planning to help you achieve your goals.
Schedule a complimentary consultation with a CFS advisor at First to help you manage your assets, create your retirement plan, and guide you toward your financial goals.
Meet Our TeamThe experienced CFS* investment advisors at First can help you plan for your future with investment strategies and retirement income planning customized for your needs.
Plan Your RetirementCFS Financial Advisors at First offer professional analysis, sound financial guidance, and personalized planning services to help you meet your short- and long-term financial goals.
Start PlanningWe'll help plan your estate allocation and work to ensure a smooth transition when a loved one passes away. We assist in transferring wealth to beneficiaries through tax-efficient strategies.
Protect Your LegacyTogether we'll navigate how to best initiate your rollover, if appropriate, and help reduce tax liability in the event of severance from employment, termination, or retirement after years of service.
Rollover AssistanceOur financial advisors, available through CUSO Financial Services, L.P. (CFS*), can help you develop a personalized plan for the years ahead to build wealth, protect your assets, and make sound decisions.
Schedule ConsultationSmart tools for smarter investing. Manage your portfolio, check quotes, make trades, and more online. Get started with our suite of tools today.
Access Online ToolsSee how much you need to save for a comfortable retirement.
Plan for your golden years with confidence
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CFS does not provide legal or tax advice. Please consult a qualified tax or legal professional.
*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 First, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. First has contracted with CFS to make non-deposit investment products and services available to First members.
Our experienced investment advisors are here to help you create a personalized plan for your financial goals.
