TEMPORARY BRANCH CLOSING: : Our Downtown Winston-Salem location is temporarily closed. Please check back in for details about reopening. We apologize for any inconvenience.
System Maintenance:
Due to scheduled maintenance on Sunday, September 9, 2018 between 6:00am and 2:00pm ET, Truliant's Easy Deposit check deposit feature will be intermittently unavailable.  If you encounter an error, please logout and login again.  Extended maintenance for Online Banking, Tru2Go Mobile and Tablet Applications on Sunday, September 9,2018 beginning at 12:00am - 5:00am ET.
Planning, Investments & Insurance

Planning Investments & Insurance

  • Overview
  • A strong financial future requires careful planning today. Truliant Financial Advisors1 will help you tailor a blend of investment and insurance products that protect your most valuable assets while setting you up for financial security down the road. Check the background of our investment professionals on FINRA's BrokerCheck.

    Financial Planning

    Right for you if:

    • You want smart tools and expert advice to plan for your financial future.
    • You are interested in working with a salaried financial advisor who has your best interest at heart.
    • You want a free private consultation to discuss your current financial situation and future goals.
    • You want a better understanding of multiple investment and insurance products tailored to your unique needs.

    Investments

    Right for you if:

    • You want a better understanding of multiple investment products tailored to your unique needs
    • You want flexible plans and options so you can choose what's right for you
    • You want peace of mind from a plan that strengthens your financial position

    Insurance Programs

    Right for you if:

    • You want valuable insurance coverage to protect your assets and your family 
    • You want to take advantage of special program rates, generous discounts and savings advice not available to the general public 
    • You want a better understanding of multiple insurance products tailored to your unique needs 

    Trust and Estate Planning

    Right for you if:

    • You want to create a personalized plan that protects your assets and your family  
    • You want to understand tax implications and minimize their impact on your estate and heirs
    • You want to control your estate's investment strategy to benefit your family and special interests
    • You want to avoid unnecessary probate costs and delays 
    (1) 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.Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.