Ventura County Credit Union provides you and your business with the tools to build a strong financial future. Ventura County Credit Union Investment and Insurance Services, through our broker/dealer CUSO Financial Services, L.P. (CFS), is here to help you design, implement and monitor a plan to meet the financial challenges of life.
The goal of our CFS Financial advisor is to help the people of Ventura and Santa Barbara counties focus on goal-based financial planning. Their objectives are to help clients understand the recommendations being made and how they’re best suited for their unique situation.
The road to financial freedom is a journey. Let Ventura County Credit Union Investment and Insurance Services, available through CFS, help you get there.
Schedule your no-obligation meeting today to access the resources and professional expertise needed to help build a strong financial future for yourself, your family and your business.
*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. Ventura County Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.