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Investment services

Make your visit as fast and efficient as possible by providing the items below at your appointment.

What you will need

Account statements

Current statements for all your savings, checking, and investment accounts.

What we will discuss


Your risk tolerance, financial goals, and objectives.


Any investment experience you have.


Your income and expenses/budget and spending.

Schedule your appointment now

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.

Schedule an Appointment

  • *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.