We’re Here To Help
Frontier Investment Services, available through CUSO Financial Services, L.P. (CFS*) located at Frontier Community Credit Union, offers you access to a seasoned professional who spends every day immersed in these topics. He can guide you through your financial options and help you with those tough decisions.
Dave has more than 25 years of industry experience and knowledge, and he has been working with Frontier Community members for more than 10 years.
Comprehensive Financial Planning
- Retirement Planning
- Rollover Options
- Thrift Savings
- 401(k) Plans
- Traditional & Roth IRAs
- Investment Strategies
- Insurance Planning
- Estate Planning
- Employer-Provided Benefits
For a no-obligation appointment, contact our scheduling coordinator Kathy Jarvis at (913) 651-6575, or you may email Dave Loftus at firstname.lastname@example.org. Visit the Frontier Investment Services website today!
*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.