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.
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* 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.