Investments
Generations Offers Members more than just savings: Explore Our Investment Solutions
Financial planning isn’t just for long-term goals like retirement.
It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. Our Generations Investment Group Financial Advisor, available through CUSO Financial Services, L.P. (CFS)*, is available by appointment to meet and discuss your goals. Contact our financial advisor today to set up a free, no-obligation meeting.
How comfortable are you with investing?
Determine your Risk Number with our Quiz to help our Financial Advisor develop an investment strategy that’s right for you.
Many Ways To Save
Retirement
Retirement is not an age, but a number.
Investing
Grow your wealth with customized investment plans.
IRA Options
Long-term planning with tax advantages.
401K
Receive tax benefits and see how small contributions add up.
Life Insurance
A smart investment for your family and yourself.
College Savings
Invest in your future by saving today.
Automated investing with robo-advisor for as little as $5,000.
Meet Our Advisor
Waleed Khan
Financial Advisor
CUSO Financial Services, L.P. at Generations Investment Group
*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. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. 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, L.P. is a subsidiary of Atria.
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 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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. 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.