Investment Planning

Getting Started

For many, starting to invest can be a little scary. The terminology may seem foreign and the risks may appear too great. Yet, they want the potential for their money to work as hard as they do. Fortunately, the CFS Advisors at HawaiiUSA can help. We work with many first time investors. No get-rich-quick schemes. Just sound advice based upon tried and true principles: be prepared to invest your money for at least five years; don’t put all your eggs in one basket; invest with your head, not your emotions. You can begin investing with as little as $50 a month.

If you would like to dip your toe in the investment waters, stop in at any HawaiiUSA branch or call us at 844.8338.

For Those who Already Own Investments

Perhaps you currently have one or more investment accounts. Maybe your experience has not been as satisfying as you’d like: you are not getting the service you expect, you don’t understand what you own or what to do now, you have multiple accounts and would like to organize things better.

Contact us at 844.8338 or stop by any branch location and arrange for an account review with one of our Financial Advisors.

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.

Contact Us

Schedule an Appointment
Call: (808) 844.8338
Email Us

HawaiiUSA FCU For more information, call HawaiiUSA FCU at (808) 534.4300 or toll-free (800) 379.1300, click or visit one of our branches.

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