Whether you're planning for retirement, financing the ever-rising cost of college tuition, supplementing your current income, or saving to buy your dream home, LAFCU Investment Services (LIS), offered through our broker/dealer CFS,* has solutions to help you meet your investment goals.
Have you taken the proper steps to ensure financial readiness?
We can help you with:
- 401(k) and 457 Rollovers
- Additional Income
- Consolidating Investments
- Education Funding
- Estate Planning
- Investment Planning
- Long Term Care insurance
- Retirement Accounts (such as IRAs)
- Stocks & Bonds
- Tax Savings
- Managed Accounts
- Fee Based Advisory Services
Advantages of LAFCU Investment Services
- Our Investment Advisor can meet to discuss your needs at any LAFCU branch, your office, or any convenient place
- Securely view your accounts online 24/7
- Competitive service fees
If you are already have an existing account at LIS and would like to review your portfolio, click My Portfolio View
So we can tailor each investment product to your individual needs, click the link above, or contact LAFCU Investment Services. To expedite your reply, include your state of residence in your e-Mail.
LAFCU Investment Services offers free financial education seminars on a regular basis. The next LIS seminar "Retirement Planning" will be held on February 18th, 2015 at the LA Mall Branch from 12pm to 1pm. If you would like to attend, reserve your seat now!
Join LAFCU & Open an Account
You need to join and become a member of Los Angeles Federal Credit Union before opening an investment or insurance account through our broker/dealer CFS.
Self-Directed Online Investing With eVISION®**
If you're an investor who wants to make your own investment decisions, the eVISION® service is your premium choice for 24/7 online investing. LAFCU Investment Services, through CUSO Financial Services, L.P. (CFS), offers members the opportunity to invest online through this service.
Services available through eVISION® include analysis, charts, IRAs, latest investment news, mutual funds, options, quotes, stocks, and high-powered tools for managing your portfolio and screening mutual funds. Commissions vary and a complete pricing schedule is available inside eVISION®.
Get 24/7 access to the investment information you need - every day.*** Click to open your eVISION® account.
*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. Los Angeles Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.
**eVISION® is a registered trademark of CFS
***Extreme market volatility and trade volume may delay system access and trade execution