Financial Services | Numerica Credit Union

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You work hard. So should your earnings.

Retirement and financial planning. Insurance protection. Investments. You name it, Numerica provides it. Your financial well-being is important. Our team of experienced CFS* advisors are here to help.

Numerica Financial Services has contracted with CUSO Financial Services L.P. (CFS*) to offer services and solutions that can help take the hassle out of managing your wealth.

As a Numerica member, to meet with one of our CFS* advisors there's no cost, no pressure and zero obligation. You can expect them to be focused on you.

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Investments

Take control of your money.

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Man in red and black plaid jacket and cream colored shirt hugging woman in pink coat and grey fleece. Man and woman are standing outside with a lake and pine trees and a mountain in the background.

The road to financial well-being is different for every person. Whether you are wanting to actively manage your account or are just looking for support, our dedicated CFS* advisors help advance your financial health with tools and technology so you can focus on living well.

One-on-one review of your investments with our CFS* financial advisors
Easily view your account online
Online trading platform with competitive and low-cost trading options for those who wish to trade on their own
Thousands of investments available through our CFS* financial advisors. Get help finding what makes sense for you and your goals.
Ongoing service, guidance and advice that will take you through retirement. Life moves. We'll be there to help guard and plan for it.

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Financial Management

Upfront prep to keep you steps ahead.

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Two children and an adult in shorts and helmets on bikes, biking down dirt road with ferns and pine trees off the the side. Sun is shining.

One-on-one FaceTime with our experienced CFS* advisors who will help you create a plan for your financial confidence
Laser-sharp financial tools to build your retirement around your life
Retirement, financial planning, and wealth management

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Insurance

Protecting those you love.

Help ensure that you are prepared for all of life's twists and turns. With a variety of life insurance policies and long-term care coverage, there are several ways to guard you and your loved ones for what may come.

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Man in brown jacket, camouflage hat and sunglasses with young boy, blond hair and grey and black jacket. Boy holding a fishing rod with fishing line dropped into lake. Grassy field and pine trees in the background. Tall grasses in the foreground.

Life. All kinds of ways to protect you and your loved ones.
Long-term care. Coverage that reimburses in-home, assisted living and senior care costs

Meet the Team

* 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.