Available through CUSO Financial Services, L.P.*
When you invest through Maps Credit Union, you tap into a wealth of experience and professionalism. Our commitment to lifelong learning is present in everything we do, which means we're knowledgeable about all types of investment options and you get a well-rounded and holistic financial strategy. There's no need for you to know the glossary of investment terms to create a strong portfolio—just bring us your dreams and we'll show you what it will take to get there.
Maps Investments, through our broker dealer CUSO Financial Services, L.P. (CFS), provides comprehensive financial services such as:
- Individual PERS counseling: Receive retirement information for employees
Asset allocation strategies: Find the places to put your money
Financial planning and development: Get all the information you need to keep track of your nest egg
- Investment strategy development: Learn how to invest in the most suitable products for you
- Pre- and post-retirement planning: We'll show you how to build a solid plan for today and for tomorrow
- Portfolio reviews, analysis, and assessments: Financial professionals are here to help you every step of the way along the path to your dreams
Our CFS* financial representatives are ready to assist you with all your investment goals. The first step is to work together to learn where you are in your journey. Then, we apply your current financial situation and needs to one of five life stages. From that point, we work together to help build your future:
For more information, contact one of our CFS* Financial Representatives:
Wayne Muller, ChFC®
CUSO Financial Services, L.P.
1900 Hines St SE, Salem, OR
Monday - Friday 9:30 a.m. - 5:30 p.m., appointments recommended
Located Inside Maps Hines Street Branch
Phone: 503.588.0181 ext. 3552
Barbara A. Koontz
CUSO Financial Services, L.P.
2125 NW Professional Drive, Corvallis OR
Monday - Friday 8:00 a.m. - 5:00 p.m., appointments recommended
Phone: 800.688.0181, ext. 3554 or 541.752.9031
Check the background of CUSO Financial Services, L.P.(CFS) on FINRA's BrokerCheck (http://brokercheck.finra.org).
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 premium 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.