UNCLE Investment Services

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 Financial Advisor

David Elster,CFP


David Elster, CFP
Financial Advisor
CA Insurance Lic. #0H84747
Phone: 858-805-7949
delster@cusonet.com

David has over 6 years of experience in financial services as well as 12 years of experience in mortgage banking. He specializes in working with individuals and their families to help them define and refine their goals and create a plan to reach those goals.

 

*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.

Contact Us

If you can't find what you're looking for on our site, give us a call at 800-34UNCLE or visit our Contact page for all the details.

Routing Number

UNCLE Credit Union's Routing / Transit number is: 321173072

Equal Housing Lender. We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.
Rates shown are current as of October 18th, 2017

Uncle Credit Union BBB Business Review

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