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Old Hickory Investment Solutions

Our vision at Old Hickory Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with Old Hickory Credit Union extends to Old Hickory Credit Union Investment and Insurance Service Center, through our broker dealer CUSO Financial Services, LP (CFS).

Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just want a second opinion, we are here to help. Our CFS Financial Advisor can provide you individualized service, and is experienced in working directly with members like you.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments†
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance

Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, our CFS Financial Advisor is here to: 

  • Listen to your financial needs
  • Provide impartial advice to help you make informed decisions
  • Be dependable and responsive

To get started designing your plan, contact us today to schedule a free, no-obligation appointment.

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.

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