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Routing #: 263078934
Investment Services available through CFS*
Community First Credit Union engages directly with clients to help find the right match between individual goals and solid investment opportunities. Our experienced team listens carefully, builds strong, customized portfolios and then manages these with leading-edge tools based on smart research and strategic financial planning.
Program Manager CUSO Financial Services, LP 904.394.9658 millhonk@c1cufl.org
Financial Advisor CUSO Financial Services, L.P 904.371.7969 markf@c1cufl.org Mark Fitzmorris Bio
Financial Advisor CUSO Financial Services, L.P 904.371.8074 toelleza@c1cufl.org Zack Toelle's Bio
Financial Advisor CUSO Financial Services, L.P 904.549.8658 lucentim@c1cufl.org Micahel Lucenti's Bio
Financial Advisor CUSO Financial Services, L.P 904.371.8151 youngm@c1cufl.org Michael J. Young's Bio
Financial Advisor CUSO Financial Services, L.P 904.371.8113 reyned@c1cufl.org Edwin Reynold's Bio
Financial Advisor CUSO Financial Services, L.P 904.224.9007 edwardstac@c1cufl.org Cara Edward's Bio
*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.
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.