COPOCO Community Credit Union Financial Services
Meet Your Advisor
Our vision at COPOCO Community Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience.
The partnership you have with COPOCO Community Credit Union extends to COPOCO Community Credit Union Financial Services, through our broker dealer CUSO Financial Services, LP.
Whether you're looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just get a second opinion, we're here to help.
Our CFS Registered Representative, Christine Setula, can provide you individualized service, and is here to work directly with members like you.
- Portfolio Reviews
- Retirement Plan Analysis
- Financial Solutions Specialist
- Education Planning
- Long Term Care
- Life Insurance Solutions
- Brokerage Services
- Insurance & Annuities
- Stocks & Bonds
- Mutual Funds
To get started designing your plan, contact us today to schedule a free, no-obligation appointment:
Email: email@example.com | Call: 989.460.3635
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. For specific tax advice, please consult a qualified tax professional. Representative is registered to offer securities in the following states: Michigan, Florida