As a Velocity Credit Union member, you can take advantage of professional investment and planning services right here at Velocity. Velocity's Investment Planning Group (VIP Group) is located in our main lobby and often makes appointments at our other branches. The VIP Group provides objective financial planning and investment services.
Remember that you are a VIP to us regardless of the size of your investment. When you plan your finances with Velocity, you'll be working with a team of professionals qualified to discuss your investment needs. Our representatives are registered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer.
For a free, no obligation consultation, call:
Velocity's Financial Planning Group, through our licensed CFS representative, can assist with the following aspects of your personal financial plans, including:
- Investments
Mutual funds, stocks, bonds and annuities.
- Individual Retirement Accounts
Mutual funds, stocks, bonds and annuities.
- Retirement and Estate Planning
Plan now for a potentially long, luxurious retirement.
- Risk Management
Help protect yourself from unforeseen disaster. We provide life, disability and long term care insurance.
- Advanced Financial Planning
Get a clear and potentially more effective plan that matches your personal goals with suitable investments and strategies to help achieve your goals for safety, income, growth, liquidity or tax benefits.
Disclosure: Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer(Member FINRA/SIPC). and 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. Velocity Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
*For specific tax advice, please consult a qualified tax professional.
Online Investing with eVISION®
eVISION® is a self-directed online brokerage service through CUSO Financial Services that gives you access to a wide range of investment products, with commissions as low as $14.95.*
eVISION® also provides you with complimentary high-powered research tools (quotes, charts, analyses, etc.) to better manage your investment portfolio.
Disclosure: Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer(Member FINRA/SIPC). and 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. Velocity Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
*A complete pricing schedule is available online.
eVISION® is a registered trademark of CFS.
®
