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Our tools & professional guidance.

 

Complete the form below to contact a CFS* Financial Advisor.

Your special access to investment services.

Managing your money and making investments should never be difficult. That’s why as a Community First member, you have special access to a knowledgeable team of CFS* Financial Advisors who can help make an investment plan that’s right for you. Plus, you can always access our easy-to-use investment tools right through your Community First Online & Mobile Banking account. Have confidence knowing we’re your one stop shop for all of your money needs. Contact one of our experienced CFS* Financial Advisors today for a free one-on-one consultation.

  • Get a complimentary financial review
  • Advice from a certified professional
  • Easy-to-use tools to help you manage your investments
  • One stop shop for both your banking and investment needs

Contact a CFS* Financial Advisor today to get started.

*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.