TBA Credit Union has partnered with CUSO Financial Services, L.P. (CFS) to make non-deposit investment products available to members. TBA Investment Services, available through CFS*, provides a wide range of products and services as well as objective financial advice to help you achieve your business goals today and in the future.
- Income Strategies
- Investment Management
- Retirement Planning
- Estate Conservation
- Insurance and Annuity Products
Check the background of this firm on FINRA’s BrokerCheck.
Looking to plan long-term or establish a 401(k) program for your employees? Contact Andrew Maniaci, a CFS Financial Advisor, by completing the form below.
Schedule a no-obligation meeting today with our CFS Financial Advisor.
*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. TBA Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.