Our vision at North Central Area Credit Union is to provide our members with superior financial solutions, comprehensive products, and an unparalleled service experience. The partnership you have with North Central extends to North Central Area Credit Union’s Investment and Insurance Service Center, through our broker-dealer CUSO Financial Services, LP (CFS). Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan, or just want a second opinion, we are here to help.
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Our CFS Financial Advisors will provide you with individualized service and is experienced in working directly with members like you.
Services include:
Reviewing Your Current Financial Plan
Retirement Planning
IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
Retirement Income Strategies
Education Funding
Life and Long Term Care Insurance
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, John is here to:
Listen to your financial needs
Provide impartial advice to help you make informed decisions
Be dependable and responsive
Contact the credit union to schedule your appointment at (989)910-5135 or email ContactUs@ncacu.org
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional. The information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.