Investment Planning

Make the most out of your money

The thought of investment planning can be intimidating. But don’t worry—we’re here to help you make a solid plan and guide you every step of the way.

• Investment solutions, including mutual funds, annuities, and more.
• Financial advisor for informed investment decisions
• Investment management directly from your account

Disclosure: Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org) 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. IC Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Investment representatives at IC Credit Union are licensed to transact securities business in Massachusetts. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx