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investment planning

We're here to help better your future.

The partnership you have with us extends to our Investment and Insurance Service Center, through our broker-dealer CUSO Financial Services, LP (CFS*). 

Whether you're looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just getting a second opinion, we're here to help.

Services include:

Our vision at Canopy Credit Union is to provide our members with superior financial solutions, comprehensive products, and unparalleled service experience.

Whether it's developing sound solutions for your retirement, generating income, or protecting your assets through insurance, we're here to:

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Note: Your member ID and password are different from your credit union login credentials. 

Lifestyle Calculators

Have you ever wondered how much you should be saving for college or retirement? Or, maybe you'd like to get an idea what your 401(k) may be worth? Try our lifestyle calculators for answers to these questions and more. 

*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**For specific tax advice, please consult a qualified tax professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

 

 

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