Helping you achieve your financial planning goals!

At Day Air Credit Union, we’re committed to helping our members achieve their financial goals! That’s why we’ve formed a relationship with CUSO Financial Services, L.P., (CFS) a full-service broker-dealer and SEC Registered Investment Advisor formed in 1996.

Through CFS, we provide a complimentary, no obligation consultation with registered Financial Advisors, who will work with you to help you identify and achieve your long-term financial goals.

Contact us to schedule your appointment today! Contact Us

Why invest with CFS at Day Air?

Day Air wants to improve the financial condition of each and every member. On an ongoing basis, Day Air looks for ways to enhance your membership benefits and this is one way we are doing that. We want you to enjoy the finer things in life, both now and later in life. Start planning your future today for a bright tomorrow!

All the financial tools you need, available through CFS financial planning:

  • Financial Planning
  • Estate Planning
  • Mutual Funds
  • TSP-Thrift Savings Plan
  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • Education IRAs
  • 529 Plans
  • Custodial Accounts
  • Retirement Plans
  • 401(k), 403(b), SEP
  • Education Fund Accounts
  • Stocks
  • Corporate and Municipal Bonds
  • Money Market Funds
  • U.S. Government Securities
  • Long-Term Care Insurance
  • Life Insurance
  • Disability Income Insurance
  • Complimentary Educational and Financial planning Seminars

Meet our CFS* Financial Advisors

 

financial planning Luke Neff Samuel Bernard
Luke Neff Samuel Bernard

Currently Luke is licensed to conduct securities
business in OH, FL, IL, KY, MI, PA, TN, TX,
WA and WI.

Currently Samuel is licensed to conduct
securities business in OH, KY and SC.

 

Call (937) 643-2160 today for your complimentary appointment.

One of our Financial Advisors will sit down with you one-on-one and discuss your long-term financial planning goals! Contact us to schedule your appointment today!

Contact Us

*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. Day Air Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.