LAFCU Investment Services
Offered through CUSO Financial Services, L.P.*
Our investment services program, available through CUSO Financial Services L.P. (CFS), provides 401(k) and 457 rollovers, education funding, estate planning strategies, long-term care insurance, retirement accounts, stocks and bonds and more.
To request an appointment with a CFS financial advisor about your investment options, call (877) 693-2328 ext. 6395, OR fill in and submit this form, and a LAFCU Investment Services team member will reply.
*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.