Backed by RCU's commitment to service, our seasoned team of CFS* Financial Advisors provide a variety of quality investment products and advice available through CUSO Financial Services, LP (Member of FINRA/SIPC). Our team is here to serve you in the following North Bay areas. To schedule an appointment, call 1 (800) 895-7610.
North Sonoma County & Mendocino County
South Sonoma County
Marin, Napa & San Francisco
*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. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union Members.
Our CFS investment professionals are state securities licensed in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Texas, Utah, Virginia, Washington and West Virginia.