Wealth & Retire

From building college savings and growing your retirement during working years to retirement planning and asset management—our CFS Financial Advisors offer personalized financial services and investment advice to help you prepare for every stage of life. Whether you're interested in rolling over an IRA, estate planning or simply how to manage money - our investment advisors are here to help.

Being a QX Trade House Banking customer, you'll have access to your very own personal finance advisor to help guide you through process of financial budgeting, retirement savings and more. Contact an investment advisor today to schedule a complimentary consultation. 

Manage your portfolio, check quotes, make trades, and more online. Take full control of your future and manage your investments anywhere, at any time with QX Trade House Banking’s convenient online investing and brokerage tools.

Check the background of this firm on FINRA’s BrokerCheck.

CFS does not provide legal or tax advice. Please consult a qualified tax or legal professional.

*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 QX Trade House Banking, and may involve investment risk including possible loss of principal . Investment Representatives are registered through CFS. QX Trade House Banking has contracted with CFS to make non-deposit investment products and services available to QX Trade House Banking members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.