Turn Dreams Into Action
You’ve got big dreams. Perhaps an ocean-view home with a yard for the kids. Funds for your children’s college tuition. Vacations in exotic places. A retirement that supports a comfortable and active lifestyle. Whatever your dreams are, turning them into action takes careful planning.
To help you prepare your finances for the future you want, Mission Fed has contracted with CUSO Financial Services, L.P. (CFS), a registered broker-dealer. CFS representatives can provide you with investment services, beneficial insurance products and knowledgeable advice. That’s right. In San Diego, investment advice can be found at CFS.
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Contact CFS today
The sooner you create your plan of action, the sooner you can start pursuing your dreams. The knowledgeable investment representatives at CFS will be happy to meet with you to discuss your financial goals. They’ll help you assess your current finances and identify objectives, then assist you with creating an investment and insurance strategy based on your short- and long-term targets financial goals.
Call today to learn more about investment services available at Mission Fed through CFS, or to make your appointment: 800.286.9006. Or stop by your nearest investment center.
Monitor your investments with the MyPortfolioView Mobile App
Partnering with CFS for your investments gives you complimentary access to the MyPortfolioView Mobile App. This easy to use tool lets you keep track of your investments on your own schedule, and gives you a full view of all of your CFS investment account history, including financial plans, dividends, sales transactions, in-depth details and even brokerage documents.
With flexibility and easy access to your accounts, the app puts the power of monitoring your investments in the palm of your hand.
Download the app from the app store on your device, and then log in with the same username and password you use for the online My Portfolio View website.
*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. Mission Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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