Investment and retirement services

    It takes a plan. Let us help you build one.

    Greater Iowa Credit Union is pleased to introduce Curtis Malone, our Financial Consultant, through CUSO Financial Services, LP (CFS).

     

    Curtis is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.
     
    “Every Member Every Time”
    As a financial consultant my goal is to help my clients develop, implement, and navigate a well-balanced investment strategy in an effort to accomplish their goals and objectives. My job is not to maximize returns, but help to maximize the quality of my clients’ lives.”
     
    Schedule a no-obligation appointment to meet with Curtis and gain valuable information on financial planning topics that include:
    • 403b and 401(k) Rollovers
    • Mutual Funds
    • Fixed, Variable and Index Annuities
    • Life & Long Term Care Insurance
    • Retirement and Business Services
    Registered through Cuso Financial Services, L.P.
    Series 7 - Securities Representative Series
    Series 63 - Uniform Securities Agent State Law
     
    Additional Qualifications
    Life and Health License

      Curtis G. Malone
      Financial Consultant
      CUSO Financial Services
      515.956.3060
      cmalone@greateriowacu.org

    CUSO Financial Services, LP
    Greater Iowa Credit Union

    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 guaranteed 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.