Financial Planning Starts with an Experienced Partner

At Rogue, our experienced team of FINRA licensed Financial Advisors, registered through CUSO Financial Services, L.P. (“CFS”) have one goal in mind: to help you reach your financial goals.
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At Rogue, the experienced CFS Financial Advisors can help you navigate the ins and outs of retirement planning, no matter what stage of life you’re in. Our Financial Advisors can help you create a personalized plan with your goals in mind. We can help you understand tax implications, income strategies and help ensure you’re getting the most from your benefits. Give us a call today and start planning for the retirement you’ve always wanted.

Yes, you do have an estate! It’s everything you worked so hard to build and acquire. Our CFS Financial Advisors understand how hard you’ve worked to build a financial future for yourself and your family. They can provide the knowledge and confidence to help ensure that it’s well taken care of, which can give you greater control, privacy and security for your legacy. Speak with one of our experienced Financial Professionals, to plan for your financial legacy and estate.

At Rogue Credit Union, we’re driven by the idea that every member is a valuable part of the member-owned cooperative that is the credit union. A member with a $50,000 net worth is just as valuable to us as a member with $500,000 or $5 million! We’re here to serve you, and unlike other firms, your CFS Advisor is committed to spending as much time with you as necessary in order to understand your investment goals and needs.

We believe in simplicity and transparency. Our Financial Advisors will offer different service options that make the most sense for you financially and that are based on your unique situation and financial goals.