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BrightStar CU Investment Center and CFS

The BrightStar CU Investment Center Provides a Full Service Investment Firm

The BrightStar CU Investment Center provides a wide variety of products and services available through CUSO Financial Services, L.P. (CFS), an independent broker-dealer. A knowledgeable CFS Investment Representative is available at your BrightStar CU branch and allows you the convenience of a full-service investment firm at your command. Your CFS Investment Representatives are dedicated to helping you map out a plan to include your short and long-term financial goals.

Your CFS Investment Representative is prepared to assist you with a broad selection of products and services including:

  • DROP Planning
  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Education Planning
  • Estate Planning
  • Tax Planning
  • Business Planning
  • Mutual Funds, Annuities, Stocks, and Bonds

 

 

Investment products and services offered through CUSO Financial Service, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Representatives are employed by BrightStar Credit Union, and registered through CFS. Brightstar Credit Union is affiliated with CFS (member FINRA/SIPC).

 

CFS Investment Representative

Luis Muñoz, our CFS Investment Representative, will help you identify your long-range goals and develop a plan to meet them.

Call Luis at 954-497-4182

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Investments and Insurance

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