Your most important financial milestone

Wealth Management

Portfolio construction and risk management

Estate Strategy

Strategies for every phase of you and your family’s life

Achieve Financial Security with Expert Guidance

Achieve Financial Security with Expert Guidance

As a member of Argent, the partnership you have with us extends to the Argent Investment & Retirement program through our broker dealer, CUSO Financial Services, LP (CFS).

Your Trusted Partner for Financial Success

Whether you need overall financial guidance, assistance with a specific goal, a comprehensive financial plan, or a second opinion, we are here to help.

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Our Services Include

Our Services Include

  • Reviewing Your Current Financial Plan: Ensure your financial plan aligns with your goals and needs.
  • Retirement Planning: Develop a strategy for a secure and comfortable retirement.
  • IRA, 401(k), 403(b), 457 Plans, and TSP Rollovers: Optimize your retirement accounts for maximum benefit.
  • Tax-Efficient Investments*: Minimize tax liabilities while maximizing returns.
  • Retirement Income Strategies: Create a plan to generate income during retirement.
  • Education Funding: Plan and save for education expenses effectively.
  • Life and Long-Term Care Insurance: Protect your assets and ensure peace of mind.

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Why Choose Argent Investment & Retirement Program?

Why Choose Argent Investment & Retirement Program?

Our program offers personalized financial solutions tailored to meet your unique financial needs. You will receive objective, impartial guidance to make informed decisions, and you can trust in our commitment to be dependable and responsive, ensuring your financial well-being is our top priority.

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They always have great service. They go above and beyond every time I go in there.

-Kat E.

Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or 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 United States.

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 and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.