Saving for retirement, building wealth or protecting the future of your family are all achievable goals through smart strategies. Our financial professionals offer advice and insight that can help preserve, grow and maximize assets.
Investment Services allows members the option of investing their money through our partnership with CUSO Financial Services, LP (CFS). CFS is an independent broker-dealer registered with FINRA/SIPC that offers access to mutual fund and annuity investments as well as brokerage and advisory services. Although federally insured investments cannot be guaranteed by credit unions and may involve investment risk including possible loss of principal, our Investment Representatives are available to meet with you and develop a portfolio tailored specifically to your needs.
Your CFS1 Financial Advisor can assist in understanding your options and crafting a tailored financial strategy, whether you are just beginning or nearing retirement. They’ll assist in reviewing goals and investments as well as any necessary changes or modifications – and can even help with college savings plans, 401(k) rollovers, estate planning strategies and more!
eVision and MoneyGuidePro are powerful online tools designed to help you effectively manage and monitor your portfolio, analyze performance and generate customized reports. Both are integrated securely within Harvard FCU’s Clear 1(tm) online banking platform so you can easily view it any time day or night – plus there’s also access to additional information through CFS website and financial professionals!