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Financial Planning and Retirement Planning

Hawaii State Federal Credit Union is pleased to provide financial services and retirement planning at Hawaii State Investment Services, available through CUSO Financial Services, LP (CFS).

There is no substitute for a relationship with a professional who explains things and who can help you make the right choices about your personal financial needs. We value you as a member and want to introduce you to the CFS Team at Hawaii State Investment Services to assist your financial and investment needs.

The CFS consultants at Hawaii State Investment Services can recommend a mix of quality investment options based on your unique situation.

For more information:

  • Call Donna Cazhina at (808) 447-7011 or email at This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Visit your local branch

 

Financial Planning
Investments
  • Retirement Planning
  • Mutual Funds
  • Asset Management
  • Variable Annuities
  • Tax-Efficient Investing
  • Stocks & Bonds
  • Life & Long-Term Care Planning
  • Fixed Rate Annuities
  • 401(k), 403(b) & 457 Rollovers
  • College Planning
  • Life & Long-Term Care
    Insurance

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. Securities, Insurance, and Advisory licensed in: HI

 

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