Investment Services
Our vision at ILWU Credit Union is to provide our members superior financial
solutions, comprehensive products and an unparalleled service experience. The
partnership you have with ILWU Credit Union extends to ILWU Credit Union Investment Services, through our broker dealer
CUSO Financial Services, LP (CFS).
Whether you are looking for overall financial guidance, assistance with a specific
financial goal, creating a comprehensive financial plan or just want a second
opinion, we are here to help. Our CFS Financial Advisor, Mohammed Ayala, can
provide you individualized service and is experienced in working directly with
members like you.
Services include:
- Retirement Planning
- IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
- Retirement Income Strategies
- Education Funding
- Life and Long Term Care Insurance
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Moe is here to:
- Listen to your financial needs
- Provide impartial advice to help you make informed decisions
- Be dependable and responsive
View Your Accounts
It's easy to view your Investments through Online and Mobile Banking. Simply log in, select Accounts from the Main Menu and view your Investments.
Schedule an Appointment Today
To get started designing your plan, schedule a free, no-obligation appointment by contacting Mohammed Ayala at 866.445.9828 ext. 370 or email [email protected].
Click here to learn more about Moe.
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of
other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does
not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.