Investment Services
Offered through CUSO Financial Services L.P.*
Preparing your financial future
College, Investing, Retirement — life is full of different stages. So at Deseret First, we want to help you in every way. That’s why the CFS advisors develop a personalized plan to guide you through each step.
- Investment portfolio management
- Retirement planning
- Complimentary consultations
Financial Planning Services
Whether you’re investing your money for 3 years, 10 years, or the rest of your life, you need someone you can have confidence in. The CFS Investment team located at Deseret First will give you the guidance to generate the future you want!
Life Insurance
401(k) Rollover Options
Mutual Funds
Stocks / Bonds
Annuities
Long-Term Care
Are you an existing client?
View your investment portfolio at any time to see the current value of your assets by logging into My Portfolio View. Thank you for being a credit union member and using the services of CUSO Financial!
Login to your portfolio*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. Deseret First Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria.