Maps Investment Services
Available through CUSO Financial Services, L.P.*

Ask About Tax Savings Strategies with IRAs

  • Many lose money unknowingly and unnecessarily by not taking advantage of simple and effective tax strategies.
  • ‚ÄčIRAs and other investment accounts can be structured for tax savings now and later; whatever makes sense for your financial picture. 
  • Talk with one of our CFS Financial Advisors to learn more.

Call 503-588-0181 ext. 3540 or email [email protected] for a in-person or virtual appointment.

In-person or virtual appointments
are available to review your current investments and develop a personalized retirement plan.

My Investment Portal e-Vision Trading

Check out our monthly retirement webinars HERE


Get to know our Investment Team

Check the background of CUSO Financial Services, L.P.(CFS) on FINRA's BrokerCheck.

 

Wayne-web-photo-(1).png  Request an Appointment

Wayne Muller, ChFC®
Financial Advisor
CUSO Financial Services, L.P.

[email protected]
Phone: (503) 588-0181 ext. 3552
Fax: (503) 779-1567

 

Greg-Elker-web.png  Request an Appointment

Greg Elker
Financial Advisor
CUSO Financial Services, L.P.

[email protected]
Phone: (503) 779-1553 or 541-752-9031
Fax: (541) 752-9823

Koontz_Barbara_web.png  Request an Appointment

Barbara A. Koontz
Financial Advisor
CUSO Financial Services, L.P.

[email protected]
Phone: (541) 752-9031 or 503-779-1555
Fax: (541) 752-9823

 

Kyle-King-web.png  Request an Appointment

Kyle King, CRPC®, APMA®
Financial Advisor
CUSO Financial Services, L.P.

[email protected]‚Äč
Phone: (541) 752-9031 or 503-779-1554
Fax: (541) 752-9823


 

Online Access to Your Investment Portfolio

Member Portfolio View allows members using Maps Investments to view their investment accounts online through CUSO Financial Services, L.P. View your investment accounts.

Self-Directed Online Trading

If you are an investor who wants to make your own investment decisions, CUSO Financial Services, L.P.* is your quality choice for online investing, with commissions as low as $14.95**. Visit eVISION® Self-Directed Online Trading to learn 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.

**eVISION ® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule is available online.