We can help you dive into retirement confidently.


Complete the form to have a CFS* Financial Advisor contact you.

Get your complimentary financial review!

As a member, you have access to a team of CFS* Financial Advisors with Community First Investment Services who are ready to work with you to design a personalized plan the meets your retirement goals.

Here’s how it works:

  1. Complete the form to tell us how we can help you
  2. An experienced CFS* Financial Advisor at Community First will contact you to schedule your complimentary financial review
  3. Prepare for your review by writing down your retirement goals and questions

Why Community First?

  • We offer complimentary and obligation-free appointments
  • Work with an experienced and licensed Investment Advisor
  • Get all of your financial information at your fingertips

Complete the form to request your complimentary financial review, or call us at 904.371.8076 (select option 9)

*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.