Investment Services

Financial Strategies for Every Stage of Your Life

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Reach your Financial Goals

Whether you are just starting out, nearing retirement, or somewhere in between, you need to have a clear plan.

iQ Credit Union cares about our members and their financial well-being. That's why we offer investment services through CFS*, to help create a financial plan to help you meet every one of life’s milestones. Schedule time with one of our CFS Financial Advisors by choosing one of the options below:

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What Can We Help You With Today?

  • Financial Checkup

    Financial Strategies for Every Stage of Your Life

    Everyone strives for financial independence and a secure future. However, we know your financial needs change at various stages of your life. Stay on top of your investments and retirement planning with assistance from one of our CFS Financial Advisors. We offer a variety of tools and services that can help create a personalized roadmap to reach your financial goals.

    Need more information? Schedule a no-cost, no-commitment appointment with one of our CFS Financial Advisors.

  • Planning

    Get Started Planning for Your Future

    Not sure where to start, or wondering how to get more returns on your savings? Our investment services team available through CFS offers:

    • Retirement planning
    • Financial planning
    • Education planning
    • Investment services for businesses

    Contact a member of our investment team available through CFS for a complimentary review of your goals and financial strategies.

  • Business Retirement Plans

    Every Business Needs a Retirement Plan

    If you're a business owner, your needs are uniQue and your retirement plan should be closely aligned with your goals. By adding a business retirement plan to your employee benefits package, you can position your business for success, giving you the competitive edge you need.

    A business retirement plan can help, or potentially:

    • Creates tax benefits for you, your business, and employees
    • Improves employee retention by increasing loyalty and morale and instilling a sense of financial security
    • Provides an attractive benefit you can offer to recruit, reward, and retain your valuable employees

Calculators & Tools

 

Meet the Team

iQ Investment Services available through CUSO Financial Services, L.P. (CFS)*


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Schedule Financial Check-up

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Malcolm Beard

Malcolm Beard

Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

Jon Davis

Jon Davis

Program Manager, CUSO Financial Services, L.P. at iQ Investment Services

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Ryan Greenwood

Ryan Greenwood

Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

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Haley Harmon

Haley Harmon

Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

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Jackie Keesee

Jackie Keesee

Investment Coordinator, CUSO Financial Services, L.P. at iQ Investment Services

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Eric Mazemke

Eric Mazemke

Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

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Katie Richman

Katie Richman

Financial Assistant, CUSO Financial Services, L.P. at iQ Investment Services

Christy Schwind

Christy Schwind

Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

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Disclosures

  • *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.