Advisor Assisted

Most investors want to know that a human being is available to call when they have questions. Having a CFS* Financial Advisor gives you that human edge.

CUSO Financial Services, LP. (CFS)
CFS* Financial Advisors (available through CUSO Financial Services, L.P. (CFS), our broker/dealer) are licensed and educated to provide investment and financial planning advice to help members reach their financial goals. That means they're here to answer questions every step of the way; not just at the first meeting. It's the perfect option for the investor that wants the best mix of control, advice, experience and an advisor that really understands how they want to invest. And since they're an advisor that's also a part of the credit union, it makes it even better.

To get that experience and First Tech knowhow working for you, call 800.637.0852 x3371 or x7149 in Washington or use the online form and set up your complimentary initial consultation with the Financial Advisor near you. To learn more about our team, visit the First Tech Investment Services investment information site.

Vista Capital Partners, Inc.
Vista Capital Partners is a fee-only investment advisor that specializes in low-cost, tax-efficient investing for clients with one million dollars or more to invest. Vista also advises clients in many important areas of their financial lives, including concentrated positions, stock options and retirement planning. Vista offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide. For more information click here. (Office located in Portland, OR)

Login
If you're already working with a CFS* Financial Advisor, you can login to your account here.