OnPoint Investment Services

Available through CUSO Financial Services, L.P.

We make it easy to plan for your future

Planning and Investments
The tools and advice for smart investing

Attend a Workshop
Learn from our experienced financial team

Schedule a Complimentary Portfolio Review
A great way to ask questions and get on track

Meet our Financial Team
Our experienced team is at your service

Wealth News - August 2010

Consumer Sense
Every year, tuition and fees for private and public colleges increase. According to a recent survey by Fidelity Investments*, many respondents called saving for educational expenses “overwhelming.” Fortunately, there are a variety of investment options available for your consideration.

* Source: Fidelity Second Annual Survey of High School Seniors, 25 May 2010.

Investment products and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Investment Representatives are employees of OnPoint Credit Union and registered through CFS. (Member FINRA/SIPC).