Investment Accounts

Invest in your future.

We’ve got experienced CFS Advisors that can help you manage your college, retirement, 401k, and inheritance goals. If you’re looking to empower your financial future, you’ve come to the right place!

Check the background of this firm on FINRA's BrokerCheck here. 

Retirement and 401(k)

Ready to plan for retirement? Need to set up a 401(k)? Recently changed jobs? It's never too early or too late to start. Our advisors can build a tailored plan specific to your retirement goals. We offer 401(k)s, Roth IRAs, Traditional IRAs, and more!

College

With rising tuition costs, college planning is more critical than ever. Set yourself or your kids up for success with a strong college savings plan. We're here to help you every step of the way and outline options best suited for you. 

Inheritance

We understand that settling your estate may be a tricky subject to navigate. The good news is that you don’t have to have these conversations alone. We’re here to partner with you and help you put a positive financial legacy in place.

Lifestage Calculators

Retirement
Investing
IRA Options
401k
College
Life Insurance

Ready to start planning for success?
Start an Investment Today

*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. Vibrant Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members.

Registered Representatives 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 in 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.