TOOLS & RESOURCES
We take your road to financial success personally
You have a variety of financial dreams and goals: a college education for your children, a comfortable retirement, a new home or the freedom to enjoy your personal interests. No matter what your age or circumstances, you face financial challenges that require a sound investment plan.
When you turn to a Financial Advisor, you're helping secure the experience and personal service from full-service investment professionals registered through CFS*. No matter what type of account you choose, you can work with a Financial Advisor by phone or in person.
A Financial Advisor will work with you to help define a financial strategy customized to your goals, risk tolerance, tax, income and cash-flow needs. Best for investors seeking financial advice from a full-service investment professional.
- Consultative Approach – Work with you to understand your goals and help build a strategy to achieve them
- Comprehensive Planning – Obtain a complimentary, comprehensive financial and asset allocation plan
- Ongoing Counsel and Support – Ensure your plan stays on track with regular meetings
eVision^ is a complete, flexible online trading tool for researching, tracking and trading stocks. Best if you prefer to manage your own portfolio and make your own trading and investment decisions.
- Online trading 24 hours a day, 7 days a week^
- Research individual stocks, options and funds
- Get real-time quotes, plus news and analyses
*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. NASA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
^eVision® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution.
View the Investment Calendar to schedule a complimentary, no obligation appointment at your local branch office.