Community First Financial Advisors - Community First Credit Union

FINANCIAL ADVISORS

Guidance from experienced professionals.

Who We Are
What We Do
Meet Our Team
Portfolio Access

Go confidently toward your future.

Community First Financial Advisors, a full-service investment program offered through CUSO Financial Services, LP (CFS)* is here to provide individualized guidance on where you are, where you want to go and how to get there.

We’ll help you find a way.

Community First is committed to helping our member-owners plan for a secure tomorrow. Our advisors, registered through CFS, can help you with:

Individual Retirement Services

Investments

Planning

Business Retirement Services

Let us help you get there.

Whether developing sound retirement solutions, generating income or protecting your assets, our advisors are committed to:

Listening to your goals to keep your assets aligned with your strategy

Providing your choice of fee-only or commission-based options

Offering impartial advice and educational resources

Maintaining our professional knowledge and your confidence

Topics to keep you informed.

Every month, we share current and relevant personal finance articles that inform and educate. To receive these types of communications, sign up today.

Building Financial Resilience

Inflation, roller-coaster markets, global events, and life circumstances can test anyone's fortitude.

Passive, Active, or Both?

Pros and cons to consider when it comes to index funds.

How Are 401(k) Plan Participants Investing Their Money?

See how 401(k) and profit-sharing funds were invested in 2020.

Try our helpful financial calculators.

How Long Will My Retirement Savings Last?

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that Community First Credit Union assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

Set up a complimentary, no-obligation meeting.

Our Community First Financial Advisors, through CFS*, are here to assist.

Working in the best interest of member-owners.

Use BrokerCheck – a free independent research tool – to review the background and experience of our advisors.

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What We Do

Take the mystery out of financial planning.

We want you to feel confident about your financial future. We’ll explain things in your terms – not industry jargon – helping you define your goals and create a financial strategy you can understand.

Financial focus for the lifestage you’re in.

Whether you are just getting started on the job or are almost retired, you’ll find the advice and service to achieve your financial goals.

Your retirement starts here.

Planning for retirement is one of the most important ways you can invest in yourself and your future. We can support you with:

401(k) and retirement plan rollovers
Individual Retirement Accounts (IRAs)
Roth IRAs

Investing in your financial well-being.

We provide a focused approach to portfolio management. This means your assets are always aligned with your strategy. We can support your goals with:

Savings and investment plans
Mutual funds
Stocks and bonds

Help with your journey.

We take a consultative approach to financial planning, no matter if you're just getting started or are a seasoned investor. We can answer your questions and help you with:

Financial goal setting
Long-term care
Education funding

Services for your business.

Our team offers actionable guidance for your business, including assistance with:

401(k) plans and other corporate retirement options
Deferred compensation plans
Supplemental employer retirement plans

Set up a complimentary, no-obligation meeting.

Our Community First Financial Advisors, through CFS*, are here to assist.

Meet Our Team

Here to help member-owners like you.

It’s important to partner with a proficient advisor looking out for your best interest. Put our over 65 years of collective experience to work for your financial future. Contact us today for a complimentary, no obligation meeting at the Community First location most convenient for you.

Meet our team.

We’re here to help find a way for you to reach your financial goals.

Jeff Garrett

Program Manager & Financial Advisor
CUSO Financial Services, LP*