Review. Rebuild. Retire.

Investment Overview

Our vision at Arrha Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience.

The partnership you have with Arrha Credit Union extends to Arrha Credit Union Financial Services through our broker-dealer, CUSO Financial Services, LP (CFS).

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a financial plan or just get a second opinion, we’re here to help.

Our CFS Financial Consultant, Dan Lewis, can provide you individualized service and can work directly with members like you.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax-Deferred Investing
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance

To get started designing your plan, contact us today to schedule a free, no-obligation appointment:

Contact Dan Lewis at dlewis.cfsinvest@arrhacu.com
Call him at (413) 205-2089

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.