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Appointments

Investment Services

Schedule an appointment to discuss investment options.

Count on a good experience.

Our skilled financial advisors are ready to speak with you by video or phone. Whether you're just getting started or need help achieving that next goal, we're your partner in helping you toward future financial success. Financial advisors available through CUSO Financial Services LP* located at Redwood Credit Union.

What will I need for my appointment?

Your current savings, checking and investment holdings or account statements

What will we discuss?

Your risk tolerance, financial goals and objectives

Any investment experience you have

Your income and expenses / budget and spending

Ready to apply online?

Rather not come in? Apply online now