Saving for a comfortable future

UNCLE Investment Services

Available through CUSO Financial Services, L.P. (CFS*)

Welcome to UNCLE's Wealth Management Center (WMC). WMC is an integrated financial planning tool that allows members easy access to financial articles and calculators as well as book appointments with our
CFS financial representative.

Whether you're planning for your retirement, saving for college tuition, supplementing your current income, or saving to buy a home, UNCLE Investment Services' Wealth Management Center, available through CUSO Financial Services L.P., has solutions to help you meet your investment goals.

 

Meet our CFS Representative

Vinh DoVinh Do
Financial Advisor
CUSO Financial Services, L.P.
CA Insurance Lic# 0F43306
Address: 2100 Las Positas Court
               Livermore, CA 94551
Direct: 925-724-2147

FINRA BrokerCheck

*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.

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