Cinfed Investment Services
Financial Plans That Grow With You.
Whether you already have an investment portfolio or are just starting out, you need to have a plan…one that can change as your life changes. Start investing with us today!
Let us help you get the most from your money and achieve your dreams.
A longtime Cincinnati resident, David has more than 20 years of experience in working with people and their investment needs. Contact David today to schedule an appointment.
Cinfed Investment Services:
- IRAs -Traditional, Rollover and Roth
- Retirement Planning
- Investment Analysis
- Estate Planning
- Stocks, Bonds and Mutual Funds
- Annuities - Fixed and Variable
- Retirement Account Analysis
- Insurance - Including Life, Health, Disability, Long Term Care & Medicare
- Employee Benefits
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