Maximize your money and get a little extra.

Access your free consultation with an experienced CFS* Wealth Management Advisor, plus get $100 if you choose to invest with us.

Request your consultation

How it works.

1. Schedule a complimentary, no-obligation consultation.

Our Wealth Management Advisors, available through CUSO Financial Services, LP (“CFS”), can help you:

    • Identify long- and short-term financial goals
    • Understand where your money is invested and why
    • Define a customized investment strategy
    • Analyze your current portfolio and investment plan
    • See the pros and cons of investments versus money market, checking or other savings accounts

Based at Elevations Credit Union locations along Colorado's Front Range, our CFS Wealth Management Advisors can meet with you in person, online or by phone. It’s easy to get started — request a consultation online at the link below or give us a call at 800.429.7626 x2240.


2. Get a little extra.

Through Oct. 30, 2020, you’ll get a $100 Amazon or Visa® gift card if you put $25,000 in your new or current investment account with CFS Wealth Management.

Want to see the numbers?

Use our retirement calculator to see how much you should save for retirement.

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Investment options with CFS Wealth Management.

When you choose to invest with CFS Wealth Management, you have a full range of options, including:

      • Rollovers — consolidate multiple 401(k) plans or IRAs (including Elevations Credit Union IRAs)
      • Managed accounts
      • Mutual funds
      • Stocks
      • Bonds
      • Annuities
      • Tax-advantaged accounts for retirement and education savings

Simplify your finances.

Already bank locally with Elevations? By adding a CFS account for your investments, you can make managing your money easier:

      • Simplify your finances by keeping all your accounts in one place
      • Get a streamlined view of your Elevations banking accounts and CFS investment accounts in Elevations Online Banking and the Elevations Mobile App
      • Easily discuss the big picture of your finances with your CFS Wealth Management Advisor

Ready to schedule your complimentary consultation?

Our local CFS Wealth Management Advisors take a consultative approach to financial planning, no matter if you're just getting started or are a seasoned investor. It’s easy to get started. Fill out the form below to schedule your complimentary consultation and see how you could earn $100 with a new account balance of $25,000 or more. Or give us a call at 800.429.7626 x2240 to schedule your complimentary consultation.

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When you’re talking mortgage loans — also known as “a big deal” — you want to talk to a real, live human being.
A local one is even better.

*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 guaranteed or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

†Offer valid through Oct. 30, 2020, for members who invest a minimum of $25,000 into a new or current investment account with CUSO Financial Services, L.P. (“CFS”), at Elevations Credit Union. Amazon or Visa® gift cards will be emailed within 30 days after meeting condition, while supplies last. Qualifying members will receive $100 gift card for balances of $25,000 or more. Must provide a valid email address. Must be 18 or older to participate. CFS reserves the right to provide a raincheck or a substitute of equal or greater value.

© 2020 Elevations Credit Union. All Rights Reserved. Routing #307074580

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Your savings are federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.