Investments & Insurance
ABNB Financial services through our broker/dealer, CUSO Financial Services, L.P. (CFS*), include:
- Money management
- Retirement and education planning
- Investment analysis and planning
- Estate planning
- Mutual funds and brokerage services
- Long-term Care insurance
- Life insurance (whole life, term, and universal life)
- Tax-deferred fixed and variable annuities (For specific tax advice please consult a qualified tax professional)
An investment representative at ABNB through CFS* can help you design a personal financial plan to assist you in meeting your future goals and needs. For more information, call ABNB Financial at (757) 523-5389.
Member Portfolio View— View Your Accounts Online
Member Portfolio View offers the instantaneous, online view of ALL your financial positions with CUSO Financial Services L.P. No longer do you have to wait for a confirmation by mail, visit the office during "working hours" or wait on the phone while someone "looks" up your account. Your accounts are in one convenient place, ready for your review, upon sign-in.
Learn more about linking your investment account to ABNB
eVISION (R) -"Do-it-Yourself" Online Trading
If you are an Investor who wants to make your own decisions, eVISION is your premium choice for online investing in stocks, options and mutual funds, with commissions as low as $14.95 (complete pricing schedule available online upon sign-in). To assist you in your decision making, we provide quotes, charts, and analyses for managing your portfolio. You have 24-hour access to the real-time information you need. Every day.**
eVISION® is a registered trademark of CFS*.
**Extreme market volatility and trade volume may affect system access and execution.Got questions. Send us an email.
Disclosures
*Investment products and services offered through CUSO Financial Services, L.P. (CFS*), an independent broker/dealer, are not NCUA/NCUIF insured, not Credit Union guaranteed, and may lose value. Representatives are employed by ABNB Financial, a wholly owned subsidiary of ABNB Federal Credit Union, and registered through CFS*. (Member FINRA/SIPC)
