How do you get started in investing? Stocks? Bonds? Cryptocurrency?
Coastal Wealth Management, available through CUSO Financial Services, L.P., is here to talk about how to step foot into the world of investing! Join our team as they discuss the various options you have at your disposal when it comes to long-term investing. Connect with a CFS* Financial Advisor to receive a complimentary and personalized financial review. Together, we will create an actionable plan to reach your goals.

[ Ссылка ]


*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. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

свернуть