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Business Wealth and Investments

Build a financial future for your business

Plan for the future of your business with a CFS* financial advisor who understands your needs, available through CUSO Financial Services, L.P.*


RCU is proud to offer specialized business wealth and investments services through CUSO Financial Services, L.P. (CFS).* Together, we can help you plan for the future of your business.

What we offer

Buy-sell funding

Add RCU to your buy-sell agreement to assure a smooth financial transition of ownership and business continuity in the event of a triggering event.

Wealth and financial advisory services

Partner with RCU and CUSO Financial Services, L.P. (CFS)* to build a customized portfolio designed to reach your professional and personal financial goals.

Business valuation services

Let RCU help determine the fair market value of your company and set up exit strategies for the sale or acquisition of your business.

Key person life insurance

Safeguard your small business if an imperative employee or executive dies or becomes disabled.


Employee Benefits Solutions

Show your team they are valued with retirement plans, deferred compensation plans, health savings accounts, voluntary benefits, and more.

Have a question?

If you have questions about securing your financial future and that of your business and employees, let’s talk.

Get started with business wealth and investments

Schedule a phone or virtual appointment with a CFS* Financial Advisor to learn more.

  • *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 to credit union Members. SEC Marketing Disclosure. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via An investor brochure describing BrokerCheck is also available through FINRA.