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investment planning

Available through CUSO Financial Services, L.P.*

The partnership you have with us extends to our Investment and Insurance Service Center, through our broker-dealer CUSO Financial Services, LP (CFS*). 

Whether you're looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just getting a second opinion, we're here to help.

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Services include:

  • reviewing your current financial plan
  • retirement planning
  • IRA, 401(k), 403(b), 457 plans, and TSP rollovers
  • tax-efficient investmenting strategies**
  • retirement income strategies 
  • education funding
  • life and long term care insurance

Our vision at Canopy Credit Union is to provide our members with superior financial solutions, comprehensive products, and unparalleled service experience.

Whether it's developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Brendan is here to:

  • Listen to your financial needs
  • Provide impartial advice to help you make informed decisions
  • Review your current investments, assess them in light of your financial goals and help you align the two
  • Assist you in creating a portfolio that reflects your investment objectives and risk tolerance
  • Help you plan for retirement
  • Give you information on tax-deferred** savings plans
  • Complete an insurance analysis

my portfolio view login

Note: Your member ID and password are different from your credit union login credentials. 



Brendan R. McMurtrie
Financial Advisor
Phone: 858.805.7935
Email: bmcmurtrie@cusonet.com

Contact Brendan

 

Lifestyle Calculators

Have you ever wondered how much you should be saving for college or retirement? Or, maybe you'd like to get an idea what your 401(k) may be worth? Try our lifestyle calculators for answers to these questions and more. 

*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**For specific tax advice, please consult a qualified tax professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

 

 

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