Investments
Build A Solid Financial Future
Trust is what matters in today’s world. Investments, taxes, insurance, retirement, estate planning, saving for college… the list of financial concerns and considerations you face today never seems to end.
We can help you find the answers.
Joseph Davey
CFS Registered Representative
Joe Davey has been providing investment advice and financial services to individuals and businesses in Southern Arizona for more than 20 years. He is committed to sound financial planning and the professional management of your assets. He is available for your appointment at the East Branch.
(520) 322-7488
Sandra G. Thompkins
CFS Registered Representative
Sandra Thompkins has more than 20 years of experience as a Registered Representative. She will help you determine the best financial plan for your needs. She is available for your appointment at the West, Northwest, Sahuarita, and El Rio Branches.
(520) 351-5048
Broker Check
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through CUSO Financial, a subsidiary of Atria.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
