Investing & Planning
Education, purchasing your first home, retirement...these are just a few of the reasons why it's never too early to start investing.
CUSO Financial Services, L.P. (CFS*) and WyHy Federal Credit Union have partnered to offer the convenience and benefits of a full-service brokerage to members. Our licensed investment representatives, through CFS, can help design a financial plan to fit each individual member's needs and objectives, including:
- Personal Financial Plans
- 401(k) Rollovers
- Retirement and College Planning
- Long-Term Healthcare
- Estate Planning
- Tax-deferred Annuities
- Portfolio Management
- Insurance
- Stocks, Bonds, Mutual Funds
* Investment products and services are provided through CUSO Financial Services, L.P. (CFS). Investments are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Investment Representatives are employees of WyHy Federal Credit Union and are registered through CFS. WyHy Federal Credit Union is affiliated with CFS (Member FINRA/ SIPC).









President's Letter to Members