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Investments

Bear? Bull? Don't stress.

Our partners at CUSO Financial Services are here to help you build an investment plan.

stock market scale
Investment Options
Investments Specialists
Features
Meet Your Consultant
Products
FAQs

Features

We've developed a relationship with CUSO Financial Services, L.P. (CFS) to help you reach your investment goals. As one of the best investment firms, CFS aligns its investment program objectives with credit union philosophy.

CFS Financial Consultants can help with: 

  • Saving for your first home or growing family
  • Building a college savings plan for your children
  • Creating a long-term investment strategy
  • Preparing you for retirement
  • Taking disbursements from your wealth to enjoy life

MAKE AN APPOINTMENT

Meet Your Consultant

CFS Financial Consultants are trained in the ever-changing markets. They pair their knowledge with your financial goals to create an investment plan tailored to you. Get started by scheduling a complimentary consultation, today!

 


Aaron Bitran CFS* Financial Consultant

Aaron Bitran
CFS* Financial Consultant
CA Insurance License #0B82510

AZ, CA, FL, NH, NV, UT, VA, WA, WY

(909) 379-6561

Branches
Fontana • Rancho Cucamonga • Riverside Sierra Way • Upland

MAKE AN APPOINTMENT


David Miller  CFS* Financial Consultant

David Miller
CFS* Financial Consultant
CA Insurance License #0G61348
CA, NM, NV

(909) 379-6552

Branches
Chino • Eastvale Highland • Highland In-Store • Rialto • Victorville 

MAKE AN APPOINTMENT


Tommy DeGraw CFS* Financial Consultant

Tommy DeGraw
CFS* Financial Consultant
CA Insurance License #0K37915
AZ, CA, CO, ID, OR, TX

(909) 379-6550

Branches
Crestline • Fort Mohave • Needles • Redlands • Signal Hill Torrance  Yucaipa

MAKE AN APPOINTMENT

 

Check the background of this firm and its financial professionals on FINRA's Broker Check.

Products

Investment Products Available

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • College Planning
  • Retirement Planning
  • 401K, Pensions, and IRA rollovers
  • Estate and Inheritance Planning
  • Online access to your account(s)
  • Asset Allocation and Portfolio Balancing

FAQs

Logging In To My Portfolio?

Request your CFS investment account credentials today by calling your CFS Financial Consultant. 

Please note: This login is different than your login for Arrowhead Credit Union.

Log In to My Portfolio

*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.

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