Investment Services

Helping you toward attaining your goals in life!

At Partner Colorado Credit Union, our mission is simple—to help you move ahead by working to attain your financial goals. That’s why we offer personalized financial planning services. 
 
Our investment professionals are registered through CUSO Financial Services, L.P. (CFS*), a broker/dealer specializing in serving credit union members. Our investment professionals have years of investing and financial consulting experience and will look at your total financial picture to assist you in making informed investment decisions. 
 
Your investment portfolio will be tailored to your unique financial goals. How you structure your investments to reach your goals may vary depending on your:
  • Personal Circumstances
  • Current Portfolio
  • Risk Tolerance
  • Investment-Time Horizon

Work with an investment professional who sees your total financial picture…someone who can help you define your goals, assist you in creating a financial plan and provide strategies to help you stay on track.

Investment services

  • TSPs, 401(k), 403(b), SEP and Retirement Plans
  • Tax-Deferred Fixed and Variable Rate Annuities
  • Tax-Exempt Investments
  • Financial Consulting
  • Life Insurance
  • Mutual Funds
  • Individual Retirement Accounts (IRAs)
  • Stocks, Bonds and Discount Brokerage Services
  • U.S. Government Securities
  • Corporate and Municipal Bonds
  • Money Market Accounts
  • Longer-Term CDs
  • Disability Income Insurance
  • Estate Consulting
 
Work with an experienced CFS* Investment Broker. For your free, no-obligation personal consultation, call Larry Nazarenus at (303) 422-6221 ext. 9952 or toll free: (800) 367-2474 ext. 9952. 
 
 
 

 

Larry Nazarenus

 

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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. Partner Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Partner Credit Union is affiliated with CFS.  For specific tax advice please contact a qualified tax professional.