Our vision at 1st Nor Cal Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with 1st Nor Cal extends to 1st Nor Cal Investment Services, through our broker dealer CUSO Financial Services, LP (CFS).
Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just want a second opinion, we are here to help. Our CFS Financial Advisor Ray Stewart can provide you individualized service, and is experienced in working directly with members like you.
Services include:
- Reviewing Your Current Financial Plan
- Retirement Planning
- IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
- Tax Efficient Investments
- Retirement Income Strategies
- Education Funding
- Life and Long Term Care Insurance
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Ray Stewart is here to:
- Listen to your financial needs
- Provide impartial advice to help you make informed decisions
- Be dependable and responsive
Our Investment Services portal, Clear 1, offers meaningful reporting across your positions and transactions while providing secure online document storage. Simple to navigate and with a more modern display of information, Clear 1 is your centralized portal to view all your account information and connect with your CFS investment representative.
To get started designing your plan, contact us today to schedule a free, no-obligation appointment:Contact Ray Stewart, CFS Financial Advisor via
email or call him at (858) 412-1354.