Contact Investment Services

We want to hear from you!

Whether you’re looking for financial advice, market info, or educational tools for every stage of life—Embold Investment Services, available through CFS¹, is here to help.

Prefer to chat on the phone or through text message? Contact us at (503) 722-5470.

  • Example: address@domain.com
  • Example: 544-555-1212
  • This field is for validation purposes and should be left unchanged.


1) 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. Embold Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

2) CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

3) Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.