Wherever you are on your financial journey – just getting started, buying a home, starting a family or thinking about retirement – we’re here to help. Let’s discuss how we can help make your financial goals a reality.
At Truliant Financial Advisors, we partner with CUSO Financial Services, L.P. (CFS) to provide our members with straightforward and objective financial guidance to save you time while making the most of your money.
Our investment professionals are employees of Truliant Federal Credit Union and licensed by CFS. Our CFS* financial advisors will uncover the options that best fit you, your family and your situation and help you navigate through the decision-making process. As life changes, we strive to anticipate and address challenges to help keep you on track toward a meaningful and purpose-driven financial future.
We invite you to peruse the information on our website and reach out to us with any questions. We look forward to speaking with you.