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Trusts & Individual Accounts
Living Trusts
A trust is an agreement under which money or other assets are held and managed by one person for the benefit of another. Different types of trusts may be created to accomplish specific goals. Each kind may vary in the degree of flexibility and control it offers.
Contact our friendly Investment Rep today to discuss the trusts that is right for you.
Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value. Investment Representatives are employed by and registered through CFS. (Member FINRA/SiPC and SEC Registered Investment Advisor)
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