Lafayette Federal has sought to provide its members with the necessary tools to help reach financial independence. As we continue to adapt and expand our product and service offerings, we want to make sure our members know about the opportunities available at Lafayette Federal Investment Services and Retirement Solutions, through CUSO Financial Services, L.P. (CFS).*
We’ve recently hired two highly-skilled Financial Advisors to serve our members even better. They are looking forward to working with you to develop a personal plan for your financial future.
By working with Lafayette Federal Investment Services and Retirement Solutions, you can build the right financial management program by reviewing priorities such as:
• Educational Planning
• Full-Service Professional Management
• Portfolio Products for Your Business
• Wealth Transfer & Estate Planning
• Retirement Planning
To set up a free, no obligation appointment today, go to www.lfcu.org/investment and fill out the online form. They can meet with you at any Lafayette Federal Credit Union branch location, your office or home, or remotely via a PC.
*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. Lafayette Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.