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As a Community First member, you have special access to our team of exclusive CFS* Financial Advisors who are ready to help you build your retirement plan!

It's never too early or too late to prepare for your future. Whether you're saving for your child's bright future, preparing for your retirement, or looking to invest, our team of CFS* Financial Advisors are here to help! You can schedule a free one-on-one consultation in-person, over-the-phone or by video conference.

 

READY TO BUILD YOUR PERSONALIZED INVESTMENT PLAN?

  • We offer a wide variety of investment options, including 403b, 457 and DROP plans
  • We’ve already helped thousands of members like you build an investment plan
  • Schedule a free consultation with a local CFS* Financial Advisor at any of our 19 branch locations
  • View your banking and investment accounts in one place through Online and Mobile Banking

Fill out the form on this page 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.