Help Grow & Preserve Your Business
A Financial Blueprint to Building Your Business Legacy.
As a business owner, your first concern is growing your business. Building a financial path for a successful business takes grit and planning. Through your journey, you’ll face tough financial questions that will have significant impacts.
Consumers Investment Services, available through CUSO Financial Services, L.P. provides business owners with effective solutions. We have a team of professionals that can successfully navigate your financial blueprint for your business. We’ll identify and prioritize your needs and develop a customized solution.
Check the background of this firm on FINRA’s BrokerCheck. To learn how to view your investments in Online Banking, click here.
Meet John Schedule Appointment
You: Retirement/Stepping back, Long-term Care
Your Family: Estate Planning, Legacy Planning
Your Employees: Retirement Plans, HSA Plans, Executive Compensation
Your Business: Key Person Protection, Business Succession
Our comprehensive calculators can help you make smarter, more-informed decisions.
*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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
