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Community First Credit Union engages directly with clients to help find the right match between individual goals and solid investment opportunities.

Our experienced team listens carefully, builds strong, customized portfolios and then manages these with leading-edge tools based on smart research and strategic financial planning.

Call us at 904.371.8076, option 9

Ken Millhone

Program Manager
CUSO Financial Services, LP

Mark Fitzmorris

Wealth Advisor
CUSO Financial Services, L.P
Mark Fitzmorris Bio

Zack Toelle

Financial Advisor
CUSO Financial Services, L.P
Zack Toelle's Bio

Edwin Reynolds

Financial Advisor
CUSO Financial Services, L.P
Edwin Reynold's Bio

Michael J. Young, CRPC®

Financial Advisor
CUSO Financial Services, L.P
Michael J. Young's Bio

John Lunney

Financial Advisor
CUSO Financial Services, L.P
John Lunney's Bio

Lisa Anderson

Financial Advisor
CUSO Financial Services, L.P
Lisa Anderson's Bio

*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. For specific tax advice, please consult a qualified tax professional.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Rev. 5.22