Wealth Management

Yolo Federal Credit Union is pleased to provide our members a full suite of investment products and services through CUSO Financial Services, L.P. (CFS) to help you on your journey to financial independence! Contact John O'Connors at 530-669-6306 or joconnors.cfsinvest@yolofcu.org.

Whether you are preparing for future educational expenses for your children, building your nest egg, or considering retirement, our professional advice can help you achieve your goals.

Products and Services available through CFS include:

• Mutual Funds
• Stocks, Bonds and Annuities
• Retirement Planning
• Business Succession Planning
• Estate Creation
• Education Funding
• 401(k) and 403(b) Rollover Options
• Legacy Planning

Join us for a free Workshop! Click here for details.

John O'Connors 
CFS Financial Advisor 
CA Insurance License #0J06995 
Phone: 530.669.6306 

Non-deposit investment products and services are offered through CUSO Financial Services, LP (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. Yolo Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 1CFS and its representatives do not provide tax advice. For specific tax advice please consult a qualified tax professional.

Financial Advisors 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.

*Third Party Link Disclosure: By clicking on the link above, you are aware that you are leaving Yolo FCU’s website. Yolo FCU does not guarantee the accuracy, security or failure of products/services of third party sites. We encourage you to review the privacy and security disclosures on all websites you visit.