Download the App

You work hard. So should your earnings.

Retirement and financial planning. Insurance protection. Wealth management, investments, you name it, Numerica provides it. Your financial well-being is important. Our team of experienced CFS* advisors are here to help.

Numerica Financial Services has contracted with CUSO Financial Services L.P. (CFS*) to offer services and solutions that can help take the hassle out of managing your wealth.

As a Numerica member, to meet with one of our CFS* advisors there's no cost, no pressure and zero obligation. You can expect them to be focused on you.

Check the background of this firm on FINRA BrokerCheck


Learn More
Four kids jumping.

The road to financial well-being is different for every person. Whether you are wanting to actively manage your account or are just looking for support, our dedicated CFS* advisors help advance your financial health with tools and technology so you can focus on living well.

  • One-on-one review of your investments with our CFS* financial advisors
  • Easily view your account online
  • Online trading platform with competitive and low-cost trading options for those who wish to trade on their own
  • Thousands of investments available through our CFS* financial advisors. Get help finding what makes sense for you and your goals.
  • Ongoing service, guidance and advice that will take you through retirement. Life moves. We'll be there to help guard and plan for it.

Meet the Team

Financial Management

Learn More
Family biking.
  • One-on-one facetime with our experienced CFS* advisors who will help you create a plan for your financial confidence
  • Laser-sharp financial tools to build your retirement around your life
  • Retirement, financial planning, and wealth management

Meet the Team


Help ensure that you are prepared for all of life's twists and turns. With a variety of life insurance policies and long-term care coverage, there are several ways to guard you and your loved ones for what may come.

Learn More
A man and a boy fishing.
  • Life. All kinds of ways to protect you and your loved ones.
  • Long-term care. Coverage that reimburses in-home, assisted living and senior care costs

Meet the Team

* 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 to make non-deposit investment products and services available to credit union members.

Caring for Elderly Parents

As the senior population continues to grow older, baby boomers are now facing difficult choices in how to care for their elderly parents.

Read More

Creating a Disciplined Investment Plan

With the volatility experienced in today's market, it is imperative to leave those emotions aside, and reacquaint yourself with some of the basic rules of investing.

Read More

Living on Retirement Savings

Develop a strategy to enjoy your retirement while minimizing the worrying if you have enough.

Read More

Today's Rates

October 22, 2016

Visa Rates

as low as 8.24% APR


Mortgage Rates

as low as 3.11% APR


Auto/Truck (New/Used)

as low as 2.24% APR


Sequel Checking

1.35% APY


Home Equity Line of Credit

as low as 3.75% APR


Have a question?