GULF COAST EDUCATORS INVESTMENT CENTER
Gulf Coast Educators Federal Credit Union is pleased to introduce you to Josh Krakowiak, our Financial Consultant through CUSO Financial Services, LP (CFS). Josh is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.
How we can help you
Schedule a no-obligation appointment to meet with your advisor and gain valuable information on financial planning topics that include:
- ✔ 403b and 401(k) Rollovers
- ✔ Mutual Funds
- ✔ Fixed, Variable, and Index Annuities
- ✔ Life & Long Term Care Insurance
- ✔ Retirement and Business Services
Meet Your Advisor
CUSO Financial Services, L.P.
Current Investment Account Holders
How will this change affect your present accounts?
The change should be virtually transparent to you, as there should be no change in the investments you hold. Your new Investment Advisor may contact you to complete your CUSO Financial paperwork, but no action is required by you at this time.
The team at Gulf Coast Educators FCU is excited with this step in the growth of the Investment Services Program. We assure you that your investment account will continue to be maintained and serviced at the highest level possible. Should you have any questions, please do not hesitate to contact your new Investment Advisor directly.