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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 partnered with CUSO Financial Services (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. ("Bellco"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through Bellco: 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 Bellco. Bellco 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.


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