Unbiased financial advice — our registered Financial Advisors can find the appropriate investment products to help meet your financial goals.
If you need financial advice on planning for retirement, saving for your children’s education, or determining if you have adequate insurance, we offer the assistance of Financial Advisors, registered through our broker/dealer, CUSO Financial Services, L.P. (CFS)*. Their experience in building financial plans can help you invest smarter toward reaching your financial goals.
Our Financial Advisors are not restricted by certain funds or products, so they are able to find a solution that is best fit for your personal needs.
To schedule a no-obligation appointment with a Financial Advisor, click here.
*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. 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. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.