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UMass Amherst Branch Closed May 20, 2022. Please note our UMass Amherst campus branch will be closed for the remainder of the week. Members are welcome to visit our Hadley Branch for any of your banking needs, and are encouraged to schedule an appointment in advance. As always, our online and mobile banking services remain available for your convenience, which includes the ability to deposit checks using our mobile banking app.

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, including remotely, to discuss all of your Retirement and Investing needs.

Meet Your CFS Advisors

Interested in learning more?

Led by our 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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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.