 Sb1 is proud to provide our Financial Services program, featuring a full menu of brokerage products and services including: Financial Planning, Life Planning, Retirement Planning, and Family Protection available through our broker/dealer, CUSO Financial Services, LP (CFS).*
To visit our Financial Services site, click here.
At Sb1 Financial Services (through CFS), serving your interests is our highest priority. We offer our Financial Services to help you choose from the many financial options that are available in the market.
To request a consultation with a registered Financial Advisor click here.
Schedule a no-obligation appointment today with one of our Advisors by contacting Diane Badalato by phone at 215.596.3700, extension 7733, or by e-mail at Diane.Badalato@sb1fcu.org.
For investors wishing to view their portfolio, click here to view your portfolio.
*Investments and advisory services offered through CUSO Financial Services, L.P., (CFS), a registered Broker-dealer and SEC Registered Investment Advisor. Investment products: are not NCUA/NCUSIF or federally insured, are not obligations of the credit union, are not guaranteed by the credit union or any affiliated entity, and involve investment risk including the possible loss of principal. Investment Representatives are are employees of Sb1 Federal Credit Union and registered through CFS (member FINRA/SIPC).
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