Check the background of this financial institution on FINRA's BrokerCheck. Advisors Financial Goals Financial Calculators Resources Contact Us Login Florida CU Advisors Mark Paladino MBA, Investment Management Mark combines experience with personal service to provide each client with an appropriate and unique investment Read more Ken Toops, CRPC® Ken has over 10 years of experience as a Financial Advisor and carries the designation of Read 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. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results. Contact Us 800-284-1144 Locations Recent Articles Leaving a Legacy Financial Aid 101 How Grandparents Can Help Grandchildren with College Costs Saving for College Key Estate Planning Documents You Need Financial Goals Getting Started Financial Planning Life Insurance Rollovers/Consolidating Accounts Nearing Retirement Estate Planning Income in Retirement Calculators Retirement Calculator 401k Calculator Retirement Income Calculator Investment Calculator Life Insurance Calculator IRA-Options Calculator College Calculator © 2021 Florida Credit Union | Cuso Financial Services