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Retirement Planning & Investments

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On your journey toward a better financial future, we want to be your guide.


Services Offered through CUSO Financial Services, L,P*

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Our CFS Certified Advisors

UMassFive has three qualified CFS Financial Advisors you can meet with to discuss all of your Retirement and Investing needs.

Meet Your CFS Advisors

Interested in learning more?

Led by our certified Financial Advisors, Financial Wellness Seminars are offered complimentary to help you become an educated consumer.

View Upcoming Seminars

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We want to help you ensure that in retirement you get to enjoy the things in life you really love.
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Investing big or small, we're here to help.
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Learn to plan for your and your family's future.
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Simple tools to help you quickly manage your long-term and short-term financial goals.
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BrokerCheck is an online tool that allows you to research and review brokers, advisers, and institutions.
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A wealth of information to help with your investing, saving, and retirement goals.
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All you need is the plan, the road map, and the courage to press on to your destination.

- Earl Nightingale

*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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.