Our vision at Community First is to earn the confidence of our members, being their first choice for superior financial solutions, comprehensive products and unparalleled service experiences. The partnership you have with Community First extends to investment services, through our broker dealer CUSO Financial Services, L.P. (CFS).

 Contact us at 904.371.8076, select option 9

Meet our Financial Advisors

Open an Account | Log In to My Portfolio View | MPV Account Link Authorization Form

 

Products and Services

available through CUSO Financial Services, LP*

  • Financial Planning
  • Estate Planning
  • Complimentary Educational Seminars
  • Mutual Funds
  • Tax-Deferred Annuities
  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • Coverdell Education Savings Accounts (formerly Educations IRAs)
  • 529 College Savings Plans
  • Retirement Plans – 401(k), 403(b), SEP
  • Stocks
  • Corporate and Municipal Bonds
  • U.S. Government Securities 

Community First also provides the following insurance products and services:

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Term Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance

Helpful Resources

 

*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. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.