Investment Services with UKFCU

Available through CUSO Financial Services, L.P. (CFS)*

On the road of life, there are many special milestones—getting married, buying your first home, sending your children to college, and enjoying your retirement are a few big ones. UKFCU helps you prepare for these milestones with investment services and investment accounts to ensure you have the finances you need at the time you need it most.

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Providing Services That Fit Your Needs

We offer full-service investment services and a wide array of investment accounts, available through CUSO Financial Services, LP (CFS) to give you sound advice and help you make decisions that will secure your brightest future.

Key investment account products include:

  • Mutual Funds
  • Fixed & Variable Annuities
  • Stocks
  • Bonds
  • Life Insurance

UKFCU investment service benefits through CFS include:

  • Advisory investment accounts
  • Employee benefit options
  • Financial planning
  • Investment strategy
  • Pre- and post-retirement planning
  • Estate planning
  • Portfolio reviews, analysis, and assessments
  • Long-term care insurance
  • 403(b) and 401(k) guidance and management
  • Corporate retirement plans for small and medium businesses

When it comes to your lifetime investments, you want to rely on someone you can have confidence in. UKFCU investment services through CFS helps you make the most of your investments so you can live life to the fullest when it matters. The CFS investment services representatives will work with you to choose personalized investment products to meet your goals. We also work with CUSO Financial Services, L.P. to bring you a full range of investment products and quality investment services.

Roy has securities licenses for KY, AL, CO, FL, IN, MA, MD, MN, MO, NC, NH, NM, NY, OH, PA, SC, TX, VA, WA.
Justin has securities licenses for KY, AL, CA, CO, CT, DC, GA, FL, MD, MI, NC, TN, TX, VA, WA, OH, IN, AZ, NY.
Hannah has a securities license for KY.
 
*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. UKFCU has contracted with CFS to make non-deposit investment products and services to credit union members.