Helping You Achieve Your Financial Goals With Practical Solutions and Objective Advice

The Financial Advisors at NASA Federal Credit Union provide you with a choice of financial and investment services.

No matter where you are in life. Whether you are preparing for a new family, college funding, or retirement, you can choose the advisory services of our experienced full-service Investment professionals registered through CFS* to help you. Or you can use our online resources to do it yourself. Either way, we make it easy for you.

Full Service

Are you an investor seeking comprehensive advice from an Investment professional?
Click here to schedule an appointment with us today!

Working with a CFS¹ Financial Advisor gives you access to the resources and professional experience to help you build a strong financial future with a plan tailored to your individual needs. Our Financial Advisors are ready to put our experience to work for you.

• Consultative Approach – Our approach is individualized and consultative. We work with you to define a financial strategy customized to your goals, risk tolerance, tax, income and cash-flow needs.
• Comprehensive Planning – We develop a comprehensive financial and asset allocation plan that matches your objectives, balancing investments, savings, insurance, and other services to help you achieve your dreams.
• Ongoing Counsel and Support – As a partner in your financial well-being, we provide ongoing counsel and meet regularly to help ensure your plan is on track.

Investment and Financial Services
Meet our Financial Advisors
Financial Advisor Appointment Request Form - Schedule a No-Obligation Consultation

Self-Directed, Online Trading: eVISION^®

Are you an investor who prefers to manage your own portfolio and make your own trading and investment decisions?
Having the right tools is everything when it comes to online investing. For active, self-directed investors, we provide eVision², a start-to-finish, flexible and economical online trading tool for researching, tracking and trading stocks.

• Online trading 24 hours a day, 7 days a week²
• Research individual stocks, options and funds
• Get real-time quotes, plus news and analyses
• Low online trading fees/commissions (Trades as low as $14.95)²

¹Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. NASA Federal Credit Union is in partnership with CFS (Member FINRA/SIPC and SEC-registered Investment Advisors). Financial Advisors are employees of NASA Federal Credit Union and are registered through CFS. Representatives assisting with investment products may also accept member deposits on behalf of NASA Federal Credit Union.

²eVISION^® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule available online.