Determining the financial tools and discipline you'll need to help you get to retirement and beyond is our specialty. The partnership you have with Financial Center extends to our Retirement Services team through our broker dealer CUSO Financial Services, LP (CFS)*. Whether you're investing for yourself or your company, look no further than Financial Center.
Talk to us about:
- Investment Planning Services - mutual funds, annuities, stocks, bonds and advisory services
- Business Planning Services - 401(k) and SEP plans
- IRA Rollovers
- College Savings Plans
- Estate Planning
To start designing your customized retirement plan, call 317.916.7730 today to schedule a free, no obligation review with one of our Financial Advisors.
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.