What Is It?
Wealth Management from Yolo Federal
Whether you want to make sure college is covered for your kids, or you are planning your perfect retirement, we have the resources to help out. We offer a full range of retirement and investment services through our partner, CUSO Financial Services, L.P. (CFS). Our Financial Advisor there is Monaye Nelson.
Why Yolo Federal
We can help you
- Prepare for retirement
- Build your nest egg
- Make smart investments
What kind of things can Wealth Management help me with?
CFS covers many wealth management and financial planning needs, including:
• Mutual Funds
• Stocks, Bonds and Annuities
• Retirement Planning
• Business Succession Planning
• Estate Creation
• Education Funding
• 401(k) and 403(b) Rollover Options
• Legacy Planning
How can I get in touch?
To talk to us about Wealth Management, please contact our Financial Advisor, Monaye Nelson. Here’s her information:
CFS Financial Advisor
CA Insurance License #0M04879
Don't see the answer to your question?
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. Yolo Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 1CFS and its representatives do not provide tax advice. For specific tax advice please consult a qualified tax professional.
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.