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Investment Services & Products*

We provide individuals and their families with investment strategies tailored to their unique situations, including:

Retirement & income planning

Investment analysis and portfolio allocation

Tax reduction strategies

Wealth transfer and estate planning strategies

Through our broker-dealer, CUSO Financial Services, LP, we offer a broad range of investment products* to help you implement your plans, including:

Mutual funds
Fixed, Equity-indexed, and Variable annuities
Traditional & Roth IRA's
529 plans (college savings plans)
Life and Long Term Care Insurance
Individual stocks & bonds

*Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUIF insured, not Credit Union guaranteed, and may lose value. Representatives are employed by ABNB Federal Credit Union and registered through CFS. (Member FINRA/SIPC) ABNB is in partnership with CFS.