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Routing Number: 307070021
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Routing Number: 307070021

Investment Services

 

Plan For Your Future

As a member of Air Academy Credit Union, you have access to Financial Advisors available through our broker-dealer CUSO Financial Services, L.P. (CFS). 1  

In today's market, it's essential to work with an advisor who can provide you with insight and guidance based on an understanding of your unique situation. A financial advisor will work with you to develop, implement, and monitor personalized financial plans, specializing in retirement strategies and IRA rollovers for 401(k), 403(b), 457, Profit Sharing, and TSP.

 

 

How Can a CFS Financial Advisor Help?

Whether it's developing sound solutions for your retirement, generating income, or protecting your assets through insurance, a financial advisor is here to help you with all your financial needs.

Financial Services Include: 
  • Retirement Strategy
  • Financial Planning
  • Income for Retirement
  • Social Security Advice & Guidance
  • Life Insurance
  • Investments Needs

Meet Daniel, CFS Financial Advisor Explore More Possibilities

 

 

MyPortfolioView™ 

MyPortfolioView allows you to view your portfolio accounts online through CUSO Financial Services, L.P. from any device! Login to view your investment accounts.

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Locations & ATMs

Find an AACU branch or ATM, or locate thousands of surcharge-free ATMs or shared branch locations in the U.S. and Canada.

Schedule An Appointment

You deserve answers to all your financial questions. If it's important to you, it's important to us! Let's talk about your goals!

Explore The Possibilities

Whether it's developing a plan for retirement or protecting your assets - don't stress about your retirement! Investment services are endless!

Explore Retirement Accounts

It's never too early to start savings for your future with an Individual Retirment Account! 

 

Disclosures

1 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Responses to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in their website is the U.S. residents only and does not constitute an offer to sell, or solicitation of an offer to purchase brokerage services to persons outside of the United States.