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 and retirement services through CFS*, to help create a financial plan to help you meet every one of life’s milestones.

Schedule an appointment to meet with one of our financial professionals by filling out the form below: 

Disclosures:

I&RS disclosure:
*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.

Promo related disclosure:

Offer valid through September 13, 2021 – October 31, 2021, for members who invest a minimum of $50,000 into a new or current investment account with CUSO Financial Services, L.P. (“CFS”), at iQ Credit Union. Funding may come from iQ deposits and/or funds held outside the Credit Union. Account must be funded within 45 calendar days of opening. Donations of $100 will be made to a local K-12 school of the client’s choice upon the completion of the promotion and confirmation of the account being funded. Donation may be provided to school district if individual school donation unavailable. Limit one donation per year, per member. Must be 18 or older to participate.