Newsletter 2025 V2 Article - New Horizons for Your Retirement Planning
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Our program, currently known as Financial & Investment Services, is rebranding to Wealth Management—a new name that better reflects our mission to guide you on the path to long-term financial well-being.
Along with this name change, we’re also transitioning our non-deposit investment products and services offerings from CUSO Financial Services, LP (“CFS”)* to LPL Financial (“LPL”), the nation’s largest independent broker-dealer. This change will bring access to industry-leading technology, a broader range of investment options, and expanded support to better help you achieve your financial goals.
Both the broker-dealer transition and new Wealth Management name will officially be in place on May 17, 2025.
While our program’s name and broker-dealer are changing, you can rest assured that our trusted Financial Advisors you know will remain right here with us, ensuring continuity and continuing to provide the personalized guidance you’ve come to expect.
At UMassFive, we believe that building lasting wealth is about more than numbers—it’s about helping you live comfortably and securely at every stage of life. We look forward to supporting your journey with even greater strength and expertise.
*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.