- Wealth Management
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Available through CUSO Financial Services, L.P.
Sometimes building a better business is as simple as taking a step back to look at your options. Our CFS* Financial Advisor can help you establish financial goals, assess your tolerance for market risk, develop a comprehensive strategy, and build a portfolio that will help you and your employees realize your goals. Count on your Financial Advisor to review your plan periodically to help you keep current on what’s happening today.
When you talk to our CFS* Financial Advisor, you’ll be getting personalized information from a knowledgeable resource who can help you determine how to manage your investments and risks.
When you’re considering how to manage risk in your business, we can help you with:
CUSO Financial Services, L.P.
at Tulsa Federal Wealth Management
With detailed knowledge of retirement planning, investments, wealth management, and financial planning, Chris is a valuable resource for our members. He can help you create and maintain a high-quality financial strategy as well as ongoing educational support. His passion is helping members build strategies to live comfortably and confidently.
Check the background of this investment professional on FINRA’s BrokerCheck.