*Made available through CFS
Turn Dreams Into Action
You've got big dreams. Perhaps an ocean-view house with a yard for the kids. Funds for your children's college tuition. Vacations in exotic places. A relatively secure retirement that supports a comfortable and active lifestyle. And how about a sporty convertible or a boat to enjoy during your empty-nest years?
Whatever your dreams are, the keys to turning them into action are careful planning and prudent investment. Mission Fed is here to help you do both.
As your credit union, we're committed to caring for all aspects of your fiscal fitness, present and future. So in addition to handling your day-to-day financial necessities, we've assembled a group of seasoned investment representatives through a partnership with CUSO Financial Services, L.P. (CFS), our broker dealer, to provide you with complete investment services, beneficial insurance products and top-notch advice*. That's right. The same place you trust with your savings and loans can also help you pursue your dreams and secure your future. At Mission Fed, you'll find everything you need for your financial wellness conveniently under one roof.
We only do what's best for you
We answer solely to you, our member/owner. Everything we provide - financial advice, investment vehicles, insurance products and more - is structured to help give you maximum choice, value and long-term benefit.
Our advice is driven solely by your best interests. So we aren't restricted to a limited set of investment vehicles. We provide a huge variety of options, giving you complete choice in creating your optimal portfolio. Best of all, you'll get our personalized advice and attention whenever you like, no matter the amount you want to invest. For all of your investment needs, your best interest is always our interest.
It's never too early
The sooner you create your plan of action, the sooner you can start pursuing your dreams. Our investment representatives will be happy to sit down with you to discuss your financial goals. We'll help you assess your finances and identify objectives, then counsel you on creating an investment and insurance strategy that can help meet your short- and long-term targets for financial security, income, growth.
Call us today to make your appointment: 800.286.9006. Or stop by one our investment centers.