Investment Services

Our goal at Meijer Credit Union is to provide our members superior financial solutions, comprehensive products, and an unparalleled service experience.

The partnership you have with Meijer Credit Union extends to Meijer Credit Union Investment and Insurance Service Center through 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 looking to get a second opinion we're here to help.

Our CFS Financial Advisor, David Elster, can provide you individualized service and is here to partner with 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

To learn more about investment services, contact David Elster at 858-805-7521 or

*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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