Investments & Planning
Campus Federal Life Advisory Services
Everyone can use a little help when it comes to financial planning. Campus Federal Life Advisory Services puts you in touch with expert accountants, attorneys and financial planners to keep your financial goals on track for all financial stages of your life.
Investments: ThirtyNorth Investments is a team of professionals dedicated to offering the best no-load investment management services for a reasonable fee.
Estates, Wills & Trusts: Rabalais Law Firm provides comprehensive estate planning, Medicaid planning and successions/probate legal services.
Certified Public Accounting: Yvette Poret-Crochet, CPA with Latuso & Johnson, provides tax and financial services for members in need of a tax professional.
• Are not federally insured
• Are not obligations of the Credit Union
• Are not guaranteed by the Credit Union
• Involve investment risk
• If applicable, are being offered by a dual employee who accepts deposits on behalf of the Credit Union and also sells nondeposit investment products on behalf of a third-party broker