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Investment Solutions for Business through CFS*

Community First Provides access to Guidance and Planning That Promotes Business Growth

Healthy, sustainable growth should be a priority for every business. The CFS* financial advisors at Community First can help your business expand its financial assets and improve its long-term stability with sound financial advice and strategy. Our experienced professional team is here to help you plan for the future with investment and insurance options that are customized to meet the unique needs of your business. Investment options available from CFS Financial Advisors at Community First include:

  • 401(k) retirement plans and other retirement fund options
  • Individual Retirement Accounts (IRAs)
  • Insurance options to protect your business investments and employees
  • Employee Benefit plans
*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. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members.

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