We are pleased to introduce our new CFS* Financial Advisor Waleed Khan to Generations Investment Group, available through CUSO Financial Services, L.P.
Waleed joins our highly trained, licensed professionals who will objectively analyze your investment needs and work with you to create a financial plan that will help you reach your goals.
For more than seven years, Waleed has taken a holistic approach to financial planning and investments based on what’s important to the member regarding specific objectives, risk tolerance and time horizon. His approach has helped individuals, their families and business owners achieve financial success and peace of mind. His knowledge includes working with military and government benefit plans.
More About Generations Investment Group, available through CUSO Financial Services, L.P.
What Makes Us Different
- We start with a financial plan and use a risk-based approach to investing to better select a combination of safety, liquidity and return for each investor.
- We avoid conflicts of interest, as we do not use proprietary investment products.
- Our fees are straightforward and easy to understand.
Helping all Generations of Members
From those beginning their investment journey with as little as $3,000 to those nearing retirement, our plans and investment strategies are professionally tailored to meet your unique objectives.
Schedule an appointment to speak with one of our advisors today!
Online: Appointment Scheduler
*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.