Soar Higher... 
 Plan Your Future with
 South Metro FCU!

If you're planning for your retirement, saving for the ever-rising cost of college, supplementing your current income, or looking to buy your dream home, CUSO Financial Services L.P., our provider for investment services, has solutions to help you with your investment goals. 

Your goals change over time. If you are not sure whether your current financial tools are getting the job done, bring in your statements regarding: life insurance, annuities, and mutual funds for an objective analysis.

To learn more about the Investment Representative, Rick Hoel, click here.

Already a Client? Click here to view your portfolio online.

Meeting with Rick is free and without obligation. Don't forget to ask him how much you can save by purchasing life insurance through your credit union. Just call 952-445-0888 ext. 19 or email rickh@southmet.com to set up your appointment today, and soar higher!

Products provided at South Metro Federal Credit Union through CFS: 

• Life Insurance
• Long Term Care Insurance
• IRAs (Traditional, Roth, and Rollover)
• 529 Educational Savings Plans
• Retirement Plans (401(k), 403(b), SEP, etc.)
• US Government Bonds
• Tax Free Municipal Bonds
• Corporate Bonds
• Mutual Funds
• Retirement Planning
• Stocks

Feel free to call Rick at 952-445-0888 ext. 19 to receive a complimentary portfolio review and to help put your investment plan on the right track. He has years of investing and financial consulting experience, giving you the comfort and confidence you expect from South Metro FCU.

Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/ dealer, are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Representatives are employed by South Metro Federal Credit Union and registered through CFS (Member FINRA/SIPC).

*Representatives 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 only be made 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 the United States.

[Loans] [Checking] [Savings] [Join Us] [Online Services] [About Us] [Search] [Home]