As a Velocity Credit Union member, you can take advantage of professional investment and planning services right here at Velocity. Our Financial Planning Center is located in our main lobby. It offers the best in objective financial planning and investment services.

When you plan your finances with Velocity, you'll be working with a team of investment representatives with extensive experience. Our representatives are registered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer and member of NASD and SIPC.

For a free, no obligation consultation, call:

The Velocity Financial Planning Center can assist with the following aspects of your personal financial plans, including:

• Investments
  Mutual funds, stocks, bonds and annuities offered by various sponsors.
• Individual Retirement Accounts
  Mutual funds, stocks, bonds and annuities offered by various sponsors.
• Retirement and Estate Planning
  Plan now for a long, luxurious retirement.
• Tax Planning
  Our representatives stay abreast of the latest tax laws, and can help formulate your tax strategy.
• Risk Management
  Protect yourself from unforeseen disaster. We offer life, disability and long term care insurance.
• Advanced Financial Planning
  Get a clear, effective plan that matches your personal goals with suitable investments and strategies to achieve your goals for safety, income, growth, liquidity and tax benefits.

Online Investing with eVISION®

eVISION® is a self-directed online brokerage service through CFS that gives you access to a wide range of investment products, with commissions as low as $14.95.*

eVISION® also provides you with complimentary high-powered research tools (quotes, charts, analyses, etc.) to better manage your investment portfolio.