WHY CHOOSE ADVANTIS?
[SUB] Partner with advisors who want to see you thrive
Why Choose Advantis Wealth Management
We’re local advisors focused on your goals.
The CUSO Financial Services (CFS) advisors at Advantis all live and work locally, so we’re just a short walk or drive away. We take time to understand your unique situation and your goals. Meeting with us is more like talking with a friend than talking business. You don’t wait on hold with a call center—you can call us directly and get assistance right away.
Nonproprietary investments—unbiased advice
Our CFS advisors focus on you—not on investment products
*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.