Investment And Financial Planning

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Our Experienced CFS Financial Advisers Put You First

At Rogue, our member-owners come first. That’s why your CFS Financial Advisor will spend the time to get to know you, and understand your financial goals.

FINRA Licensed Financial Advisors

Rogue has an experienced team of FINRA licensed Financial Advisors ready to help you achieve your investment and financial goals. Rogue has partnered with CUSO Financial Services, LP (CFS), a FINRA registered firm, for more than a decade to provide investment services.


Defining Value

Our experienced CFS Financial Advisors partner with you to understand your goals, financial situation and personal risk tolerance. We understand that each person is unique and sees value differently. Rogue’s Investment Services team works hard to ensure that we’re always providing value that helps you reach your financial goals. 


The Rogue Difference

Rogue Investment Services is different - we don’t evaluate you based upon your net worth. Rogue Credit Union is driven by the idea of Living Local and treating every member as a valuable part of the member-owned cooperative that is the credit union. A member client with a $50,000 net worth is just as valuable to us as a member with $500,000 or $5 million. This means we’re here to serve you, and unlike other firms, your advisor is committed to spending as much time with you as you may need. You’ll always have a local, CFS Financial Advisor available who will take time to get to know you and to understand your financial goals.


Relationships Matter

Our Financial Advisors take the time to truly understand your goals. After all, an advisor who knows you and understands your goals is better able to advise you through areas like retirement planning, retirement transition, income planning, downsizing in living arrangements, and setting up your estate instructions. Your Financial Advisor can provide advice on when to bring in a tax or legal professional to help you avoid costly tax mistakes on retirement plan distributions, or capital gains situations. 

Helping you avoid mistakes is another way an advisor can add value. Here are a few examples:

  •  People often make mistakes on retirement plan rollovers that result in significant taxes and penalties 
  •  Beneficiaries can be disadvantaged by poorly or improperly established succession plans
  •  Incorrect pension selection can cause lost income
  •  Investing in a hot stock or a tip could bring unwanted consequences

Your team of Financial Advisors has helped hundreds of people in Southern Oregon over the years. They’re ready to help you too. Give us a call to speak with an advisor today.


SPEAK WITH A CFS ADVISOR