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Investment Services

Home Investment Services

Our vision at South Metro Wealth Management, available through CUSO Financial Services L.P., is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just getting a second opinion, we’re here to help.

One of our CFS* Financial Advisors can provide you with individualized service, and are experienced in working directly with members like you.

*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.

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.

Investment Services

Financial Planning

Nearing Retirement

Retirement Planning

Life Insurance

Saving for College

Estate Planning

Income Strategies in Retirement

Consolidating Retirement Accounts

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Financial Calculators