available through CUSO Financial Services, L.P.
Our vision at Via Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience.
ViaInvestment Services, available through CUSO Financial Services can provide you individualized service to create a sound solution for your financial needs.
- Reviewing current financial plans
- Retirement planning
- IRA, 401(k), 403(b), 457 plans and TSP rollovers
- Retirement income strategies
- Education funding
- Life and long term care insurance
To get started, contact Financial Advisor, Heath Slain at 765.662.3700 or Heath.Slain@cusonet.com
1Non-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.
ViaInvestment Services office is located at 4505 S. Adams St, Marion, IN 46953.