Investment Services

Offered through CUSO Financial Services L.P.*

Preparing your financial future

College, Investing, Retirement — life is full of different stages. So at Deseret First, we want to help you in every way. The CFS retirement planning team has worked with over 3,000 members! Each of them has been in an individual situation, and yours is unique too. That’s why the CFS advisors develop a personalized plan to guide you through each step.

  • Investment portfolio management
  • Retirement planning
  • Complimentary consultations
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Financial Planning Services

Whether you’re investing your money for 3 years, 10 years, or the rest of your life, you need someone you can have confidence in. The CFS Investment team located at Deseret First has been helping clients for 20 years, and the CFS advisors will certainly give you the guidance to help you generate the future you want!

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Life Insurance

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401(k) Rollover Options

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Mutual Funds

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Stocks / Bonds

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Annuities

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Long-Term Care

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Are you an existing client?

If you’re looking to view your investment portfolio, this is the place. Through My Portfolio View you can check in on your ventures. For instance, you’ll see your assets current value by checking statements & balances. Thank you for being a credit union member and using the services of CUSO Financial!

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*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. Deseret First Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria.

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