Meet Josh Krakowiak, your in-house 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

Josh Krakowiak
Financial Advisor
CUSO Financial Services, L.P.

Email: jkrakowiak.cfsinvest@gcefcu.org
Alternate Email: investmentservices.cfsinvest@gcefcu.org
Phone: 281-925-4158
 

Disclaimer: Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CUSO Financial”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria. To view the full referral disclosure, please click here.