Investment Services
As a Consumers member, you are entitled to a review of your finances at no cost or obligation with one of our representatives who can explain your investment options. For additional information on the following products and planning services, please schedule an appointment with either GR Young or Mark Hancock by calling 488-1776 at your convenience. Investment services are available through Consumers Credit Union and its broker-dealer, CFS*.
Online Trading - For investors who want to make their own investment decisions, we offer online trading for mutual funds and stocks with our eVISION® Online Trading tool, accessible from any computer.
Planning Services
- Financial Management
- Tax Strategies
- Retirement Plan Distributions
- Estate Conservation
- Tax Sheltering Annuities
- Asset Allocation
- College Funding
- Long-Term Care
- Annuities / Mutual Fund
Products
- Mutual Funds
- Variable Annuities
- Fixed Annuities
- Life Insurance
- Long-Term Care Insurance
- Discount Brokerage
*Investment products and services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Registered Representatives are employed by Consumers Credit Union, and registered through CFS. Consumers Credit Union is in partnership with CFS. (Member FINRA/SIPC), Representatives are registered to conduct business in the following states: Michigan, Pennsylvania, Ohio, Alabama and Arizona.