Investment Services

Investment Services

As a member of Air Academy Federal Credit Union you have access to our knowledgeable Financial Advisors available through our broker-dealer CUSO Financial Services, L.P. (CFS)*.

In today's market, it's essential to work with a financial advisor who can provide you insight and guidance based on an understanding of your unique situation.

Our Financial Advisors will work with you to develop, implement, and monitor personalized financial plans. They specialize in retirement strategies and IRA rollovers for 401(k)'s, 403(b)'s, 457's, Profit Sharing, and TSP's.

Whether it's developing sound solutions for your retirement, generating income, or protecting your assets through insurance, our Financial Advisors will:

listen to your financial needs
provide impartial advice to help you make decisions
be dependable and responsive.

*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 members.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Responses to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in their website is the U.S. residents only and does not constitute an offer to sell, or solicitation of an offer to purchase brokerage services to persons outside of the United States.