Community First Financial Advisors
Is your retirement plan on track” Are you just beginning to save for retirement” Do you have a 401(k) to rollover” How can you help to maximize your income while living in retirement”
Addressing these and other financial questions is easier with Community First Financial Advisors (CFFA), a full-service investment program offered through our broker dealer CUSO Financial Services, LP (CFS)*. The advisors at Community First offer personalized insurance and investment options to all members of Community First. Our advisors
, registered through CFS will help you to:
- Develop a savings and investment plan
- Rollover a 401(k) from a previous employer
- Manage your investment portfolio
- Evaluate Life and Long Term Care insurance
- Save for a college education
- And more . . .
Meet with an advisor
at the Community First location that is most convenient for you. For assistance, or to schedule a no cost, no obligation meeting at any of Community First's branch locations, contact us at 920-830-7200 or toll-free at 1-866-273-2328.
*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 a deposit or guarantee of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.