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CUSO Financial Services at Bellco CU
(800) BELLCO1
cfsinvsrefs@bellco.org

Invest for Future Success at Bellco
Do you prefer an interactive personal approach, talking face to face with a professional investment advisor, or, do you prefer to handle your investments online on your own schedule? Bellco has contracted with CUSO Financial Services, L.P. (CFS)* to help you invest for success both ways. Bellco has also partnered with MEMBERS® Trust Company to provide you with trust services. Read on for more information.

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 *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 customers.

**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.

Registered 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 be made only 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 of the United States. 

 


Check the background of this financial professional on FINRA's BrokerCheck.