Wealth Management
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 the ability to 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's Wealth Management Center available through CFS* has solutions to help you meet your investment goals.
Meet our CFS* Financial Advisor
| Bob O'Connor, AIF |
|---|
| Financial Advisor CUSO Financial Services, L.P. (Member FINRA/SIPC) |
| Assistant Vice President UNCLE Credit Union |
| boconnor.cfsinvest@unclecu.org |
| Direct: 925-724-2147 |
| Cell: 925-918-2633 |
Contact Bob O'Connor
Bob believes there is no “rule of thumb” when it comes to planning for life goals. With over 17 years of industry experience, he believes any such plan requires considerable thought and planning. He also knows that plans can always change as life happens. He is committed to working with individuals and families to define and refine financial goals and preparing actionable plans to meet those goals. But that is just the start of a healthy financial relationship. The next part is ongoing sharing of life information to adjust those plans as needed. You have a planning partner in him and his relationship with CUSO Financial Services.
Bob has a series 7,63, and 65 held with CUSO and is also life and annuity licensed in California and Hawaii.
Welcome eVision Members!
Online Investment Center for Self-Directed Trading. Together with CFS*, we provide the investment choices you want and the tools and services you need to achieve your financial goals.
Wealth Management Recorded Webinars
Hear directly from our CFS* Financial Advisor and other colleagues on wealth management topics such as social security, healthcare, retirement and current market implications.
*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. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
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
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Rates shown are current as of June 24th, 2021
