Bump Up CDs are a great way to start saving now and get more later with a one-time rate bump!
Whether you’re consolidating debt or making home renovations, a home equity loan with First Service will help pave the way for success.
Take advantage of a complimentary consultation with one of our Financial Advisors to discuss your goals and help you plan for the future.
Did you know your First Service membership may help you save on your car insurance? Check out the TruStage Auto Insurance Program to see what you might save.
Leave high fees and hassle behind with our business checking accounts. We’ll take care of the details while you take care of business.
Join us each month as we explore different financial topics and ways to enhance your financial future.
Over 5,000 shared branches and over 85,000 ATMs mean you have access to your money from coast to coast.
Fixed Rate Options
Long-term financial goals, such as retirement or legacy planning, can seem daunting, but you don't have to prepare for your financial future alone. The earlier you start saving, the better, and an IRA from First Service can be an important part of your strategy to reach your financial goals.
Open with as little as $25.
No Maintenance Fees
No annual maintenance fee.
Earn dividends monthly, at a fixed rate of return.
Enjoy tax advantages.58
Funds are federally insured up to $250,000 by NCUA.
Depending on your needs, you can choose to set up your IRA as a Traditional, Roth, or SEP IRA.
Save for the future at a guaranteed, fixed rate with a Savings IRA or Certificate of Deposit IRA from First Service. Learn more about both below:
To make an appointment with a First Service Wealth Management financial advisor, available through CUSO Financial Services, Inc., give us a call at 713-676-4356 or email us at WealthManagement@FSCU.com.111
Discover the benefits of saving for retirement, tips for getting the most from your money, and simple steps to help you get started.
VIEW THE GUIDE
Make sure you're able to enjoy your golden years comfortably with these seven money-management tips from the First Service Wealth Management team.
FIND OUT MORE
Legacy planning goes beyond the standard financial planning and encourages individuals to take a holistic look at their life, their legacy, and their estate.
 Tax-Advantaged Savings: Please consult your tax advisor to determine eligibility for tax deductibility.
 Non-Deposit Investment Products: Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.
You Are Leaving Our Website
Are you sure you want to continue?