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Crush your New Year retirement goals!

With the help of our qualified CFS* Financial Advisors

Meet the CFS* Investment Services Financial Team

Invest in your future with the help of your
exclusive CFS* Financial Advisors!

Start the New Year Off Right!

It's never too early, or too late to start thinking about retirement. Plus, what better time to start planning for your future than the New Year? Our Community First CFS* Financial Advisors are here to help you crush your New Year retirement goals with the help of many different investment options, such as an IRA! You can schedule a free one-on-one consultation in-person, over-the-phone or by video conference.

Complete the form to contact us today for a free consultation, or give us a call at 904.371.8076 (select option 9).

*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.