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Financial Planning

Achieve your financial goals

At CORE Credit Union, we're committed to helping our members achieve their financial goals! That's why we've formed a relationship with CUSO Financial Services, L.P., (CFS) a full-service broker-dealer and registered investment advisory company formed in 1996.

Through CFS, we offer a complimentary, no obligation consultation with a registered Financial Advisor, who will work with you to help you identify and achieve your long-term financial goals.

Why invest with us?

CORE CU is continually seeking ways to better meet the financial needs of our members and add value to membership. Providing members with access to customized financial planning advice and investment services is just one of the many ways the credit union does just that!

All the financial tools you need, available through CFS*