Bring your financial future into focus and get a $100 gift card*
Invest with us and get a little extra
Our local CFS Wealth Management Advisors** take a consultative approach to financial planning, no matter if you’re just getting started or are a seasoned investor. Schedule your complimentary meeting today and learn how you can get a $100 Amazon Gift Card with a new account balance of $25,000 or more.*
- Identify long-term and short-term financial goals
- Define a customized investment strategy
- Analyze your current portfolio and investment plan
- Understand the pros and cons of investments versus savings accounts
The right team at the right time
Schedule a complimentary consultation and gain valuable information on financial planning topics
Geoff Palenik CFP®
CFS Wealth Advisor
Alex Choi
CFS Operations Associate
Kevin Burns
CFS Wealth Advisor
McKensie Badal
CFS Associate Advisor
Disclosure
*Offer valid through August 31, 2023. To receive $100 Amazon e-gift card members must open a SkyOne Wealth Management Investment account with $25,000 or more with CFS. Amazon e-gift cards will be emailed within 30 days after meeting conditions, while supplies last. Qualified members will receive a $100 Amazon e-gift card for investments of $25,000 or more. Must have held an appointment with CFS by August 31, 2023, to receive this offer. Must provide a valid email address. Must be 18 or older to participate. CFS reserves the right to provide a raincheck or a substitute of equal or greater value.
**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.
Amazon is not a sponsor of this promotion. Amazon, Amazon.com, Amazon Prime, the Amazon.com logo, the Amazon Prime logo, and the smile logo are registered trademarks of Amazon.com Inc. or its Affiliates.
Restrictions apply, see amazon.com/gc-legal for gift card terms.
