Investment Planning

If you're interested in sound investment advice and steady approaches to investing, our investment advisors are here to assist you. We'll demystify investing and avoid the fads while creating a solid strategy for you.

Investment Planning

Your future will look brighter

Whether you are making your first investments or you already hold a portfolio of assets, the CFS Financial Advisors at HawaiiUSA are eager to listen to your needs, for today and tomorrow.

If You're Just Getting Started

  • Begin investing with as little as $50 per month
  • We have plenty of experience helping first-time investors 
  • We'll explain terminology and possibilities so you're comfortable 
  • Discover the importance of a diversified portfolio based on tried and true investing principles

If You Already Own Investments

  • You'll get personalized service that prioritizes your goals 
  • We'll explain what you own and how to manage it today and into the future
  • We offer assistance in organizing multiple investment accounts

If you'd like to talk to us today, please call (808) 844.8338.

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. HawaiiUSA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.