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You Are Here: Home > Credit Union Resources > Services > Investments & Financial Planning

Investments & Financial Planning

Investment Services

You've invested in us, now let us help you invest for your future. Whether you're planning for retirement, planning for college or just plain planning, NASA Federal Credit Union has Financial Advisors through CUSO Financial Services, L.P (CFS), our broker dealer to help.

We provide individualized financial plans, investment options (including stocks, bonds, and mutual funds), life insurance and more. And, you can invest in a way that's best suited to your needs:

  • With help: Through our professional Financial Advisors and CFS at a convenient Investment Center
  • On Your Own: With eVISION® personal online trading.

Insurance Services

  • Rely on our full-service insurance options to help protect you and your loved ones.
  • Count on a full array of options to help protect your auto, home and health - even group plans for your business.
  • Get competitive quotes and friendly, professional service.

Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. NASA Federal Credit Union is in partnership with CFS (Member FINRA/SIPC and SEC-registered Investment Advisors). Financial Advisors are employees of NASA Federal Credit Union and are registered through CFS. Representatives assisting with investment products may also accept member deposits on behalf of NASA Federal Credit Union.

eVISION® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule available online.

Insurance products are not a deposit into the Credit Union, are not federally insured, and are not obligations of or guaranteed by the Credit Union. Insurance products are not guaranteed by any affiliates of the Credit Union.