Contact Us: 614.235.2395

Your committed partner for life

KEMBA Wealth Management, available through CUSO Financial Services, L.P. (“CFS”), is a team of financial advisors at KEMBA Financial Credit Union here to help you meet your financial and retirement goals.

Our Approach

Your advisor will work with you to identify your unique goals, needs, and wants based on various life stages. We’ll clearly identify your options, evaluate them with you and provide straightforward advice. Your personalized strategy will focus on the things that matter most to you with your financial well-being in mind. Our goal is to be your committed partner for life.


Getting to Know You

Our first step is to get to know you, your feelings towards investing, your current financial situation, and your goals.

Creating Your Strategy

Your experienced advisor will create a personalized strategy based on your unique situation, goals, life stage, and appetite for risk.

Keeping You on Track

Your advisor will help you continuously evaluate your decisions to ensure you stay on track and make adjustments as your needs change throughout various stages of life.

Services

We pride ourselves on offering the services you want and need to help meet and exceed your unique goals as you plan for your future.

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Products

We offer a variety of products from various resources to help you meet your goals and we’ll determine the product mix to most benefit you.

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Life Stages

No matter your stage of life and appetite for risk, we can help you reach your goals and meet your unique needs.

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