Brokerage Services

Going the extra mile to provide a full variety of investment products.

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  • The investment program available through CUSO Financial Services, L.P.* makes available a wide variety of investment and insurance products to complement the traditional products offered by the Credit Union. Our program can provide a package of protection and asset accumulation products designed to help you meet your personal financial objectives. Whether those objectives involve planning a comfortable retirement, providing a college education, or leaving a lasting legacy, we are here to assist. We are a full service, member-owned financial institution dedicated to helping you achieve your specific financial goals.

    Please see the Annuities and Life Insurance tab and the Mutual Funds and Alternative Investments tab for some of the products available to assist our members in growing, protecting, and distributing their assets.

    Let Us Help You!

    It's easy to start building toward your financial goals. Contact us online or call 800-388-7000 ext. 8700 to schedule an appointment with your BCU Investment Advisors* team!

    Contact Us

  • Annuities

    • Allianz
    • Jackson National
    • Lincoln Financial
    • Nationwide
    • Pacific Life
    • Protective
    • Prudential

    Life Insurance

    • American General
    • Liberty Mutual
    • Lincoln National
    • MetLife
    • Mutual of Omaha
    • Protective
  • Mutual Funds

    • American Funds
    • BlackRock
    • First Eagle
    • Franklin Templeton
    • Invesco
    • Ivy Funds
    • MFS
    • Oppenheimer

    Alternative Investments

    • Cole Capital
    • Franklin Square
    • Northstar
    • WP Carey