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NASA FCU Investment Center

Financial Services · Upper Marlboro, Maryland
Website: investments.nasafcu.com

NASA FCU Investment Center works to help you prepare for the future. We accomplish this TOGETHER by taking 5 steps: DATA We w ... ork with you to discern your financial goals & risk tolerance so we can tailor an objective analysis specifically to you. ANALYSIS Using state-of-the-art financial software we prepare an objective analysis of your financial scenario in relation to your goals & risk tolerance. PRESENTATION Providing personalized guidance from your analysis, we explore appropriate & effective financial strategies. IMPLEMENTATION We help you put your customized plan into place. REVIEW Regularly checking in with your plan's progress allows us to assist with necessary adjustments as data and markets change. Non-deposit investment products & services are offered through CUSO Financial Services, L.P. (“CFS”) a registered broker-dealer (Member FINRA/SIPC) & 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, & 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 & services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Contact with residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the U.S. CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes & does not predict or depict the performance of any investment or strategy. read more

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