Financial Planning


Financial Planning

We care about your financial well-being and know you have goals, such as buying a house, paying for your childs education and saving for retirement.  We can help you create a plan to reach your goals.

Our experienced financial advisor is registered through CUSO Financial Services, LP (CFS)* and will provide you with individualized service to help you choose strategies that fit you, your family and your budget.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans and TSP rollovers
  • Education Funding
  • Life and Long Term Care Insurance
  • Mutual Funds
  • Stocks and Bonds
  • Fixed, Variable and Index Annuities
  • Investment and Employer Services

Meet our Investment Advisor:

Peter Perri
Financial Advisor
CUSO Financial Services, LP
Fax: 607-962-8479

Pete is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.

Schedule a no-obligation appointment to meet with Pete and gain valuable information on financial planning topics.

Check the background of this investment professional on FINRA's BrokerCheck.

For more information on our investment solutions please visit our Financial Services webpage.

*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. CFS does not provide tax or legal guidance. For such guidance please consult with a qualified professional.  Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.