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. Use FINRA’s BrokerCheck to check the background on “CUSO Financial Services”.
Tony is a CFS Financial Advisor and Accredited Asset Management Specialist™ with 20 years of experience in the financial industry, including over a decade as a licensed financial advisor. Tony specializes in asset allocation, retirement planning, and portfolio analysis. Passionate about helping members achieve their financial goals, Tony carefully gets to know Embold members through personal consultations in order to understand their full financial picture and then builds a tailor-made plan, meticulously crafted to meet each member’s needs. Tony also focuses on education, knowing financial confidence stems from knowledge and a well-planned strategy.
As a Financial Advisor with Embold Investment Services, available through CUSO Financial Services, Joey brings over 17 years of experience in the financial industry. Joey strives to help members reach their financial goals by utilizing strategies honed from his years of experience. After having a personal conversation around what you wish to accomplish, what’s important to you, and what specific needs you have, Joey gets to work—finding the best fit you can be confident in during your journey.
Binny spent ten years at Habitat for Humanity helping low-to-moderate income families purchase their first home. With a passion for helping individuals succeed financially, Binny provides assistance to members/clients with any maintenance issues or concerns while supporting Tony and Joey in daily scheduling, sales, services, event planning, and projects as needed. When not at work, Binny loves spending time with his family and enjoys traveling, camping, and visiting many of the great restaurants here in the metro area.
Wealth and Asset Management
Our job is to help you reach your financial goals based on your risk tolerance and time horizons, regardless of the amount of assets you have.
Sometimes it is not about how much you make, but rather protecting what you have. We can tailor solutions that can help manage risk in a portfolio.
We are not tax advisors2, but we can help clients utilize their assets in a more tax-efficient way. We can help manage long-term taxation through rebalancing and reallocating assets over time.
Estate Planning Strategies
We are not lawyers, but we can help you strategize how to leave a legacy by developing a goals-based plan for your assets.
Cash and Debt Management
We can discuss the advantages and disadvantages of your options to help you make more informed and educated decisions.
We can help you plan for giving money to charity or other causes, whether that is disbursing funds during your lifetime or leaving money once you’re gone.
How Insurance Deductibles Work
A Cheat Sheet for Sending Your Kid to College
Fixed or Variable Mortgage, Which Should You Pick?
Ready, set, go
Contact our Embold Investment Services¹ team today to assist you in creating an investment plan designed to fit your life and help you retire with confidence. To schedule your complimentary personal consultation, get in touch through our contact form or call (503) 722-5470.
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.