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*Non-deposit investment products and services are offered through either CUSO Financial Services, L.P. (“CFS”) or Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Member FINRA / SIPC) and SEC Registered Investment Advisors. Investments products are not federally insured, not guarantees or obligations of the bank or credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. A financial institution has contracted with CFS or SPF to make non-deposit investment products and services available to members or clients.

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.

Registered representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.