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Investment Services

Plan ... Invest ... Live your Dream!

First Community Credit Union provides a full array of Investment Services through CUSO Financial Services, L.P. (CFS)*, our broker-dealer. Investment products and services are designed to fit your personal needs. Our Investment Representative, registered through CFS*, is dedicated to helping our members become financially successful by offering a complimentary consultation to help identify their financial goals and develop a plan to help achieve them. Our Investment Representative can help you choose which of the following products and services best fit your needs.
  • Retirement & Estate Planning
  • Complimentary Educational Seminars
  • Mutual Funds
  • Tax-deferred Annuities
  • IRAs - Roth & Educational
  • Custodial Accounts
  • Retirement Plans - 401k, 403b, SEP
  • Education Fund Accounts/529 Plans
  • Long-term Care/Disability Income Insurance
  • Corporate & Municipal Bonds
  • Money Market Funds
  • US Government Securities
  • Stocks
*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.