Investment Services

Make smart moves with money.

Your financial roadmap needs products and services that allow you to plan and create opportunities for the future.

Investment Services

IRA & Share Certificates Investment Services

A financial roadmap for your life journey

Regardless of your stage of life, a sound financial plan today can be the key to creating opportunities for tomorrow. Our CUSO Financial Services, L.P. Financial Advisors are here to support your financial journey, no matter what life brings.

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Planning For Your Future

Retirement Planning

Regardless of where you are in your retirement planning, we can help you take control of your retirement savings.

In depth analysis of existing plans
Customized retirement savings strategy
Account consolidations and rollover options

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Investment Planning

Create an investment plan that allows you to use the savings you’ve worked hard to build over time to help pursue future opportunities.

Asset allocation
Portfolio monitoring and risk management
Tax advantage analysis

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Estate Planning

Help plan for your family's future by determining how your assets will be managed throughout your life, and the lives of your family.

Safeguarding your finances
Understanding the value of assets
Managing wealth distribution

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Life Insurance Planning

Life is unpredictable at any stage, but being prepared for unexpected events doesn’t have to be.

Whole life insurance
Universal life
Term life

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Education Planning

Building the right education fund with Credit Human can help create the possibility for more opportunities for their future.

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Ready to start planning for the future?

Our CUSO Financial Services, L.P.* Financial Advisors are here to support you no matter what life brings. Reserve your complimentary consultation today.

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More From Credit Human

Experienced Investment Advisors

Our investment center team is made up of registered CFS* investment representatives and all have many years of experience in the financial services industry.

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Planning Calculators

How much must you save to reach your goals for retirement or college? How can you start investing, prepare for an expense, handle job shift, or make the most of an inheritance? Our calculators can help.

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Find Credit Human Near You

Need to visit us in person? Find the closest location or check out our ATM network.

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Membership Matters

There are many benefits of being a Credit Human member. Here are just a few:

Competitive rates to help you build financial slack
Low minimum balances for checking and savings accounts
Multiple healthy credit options
Convenient access to accounts through our digital banking app
Free financial guidance from trusted advisors

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Ready to Get Started with Credit Human?

Everything we do is in the best interest of our members. To become part of our financial cooperative apply for membership today.

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