Cuso Financial Services

CUSO FINANCIAL

An Atria Company - located at America First Credit Union*

The Road to Retirement

It’s never too early to start planning for your future. CFS Financial Advisors at America First deliver professional, thoughtful advice & create an unparalleled service experience. Together, we’ll create a comprehensive retirement plan to fit your needs, no matter where you are on your life’s journey. Click the button to learn more.

Retirement Goals

Our vision at America First Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with America First Credit Union extends to financial services provided by 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 to get a second opinion, CFS Financial Advisors are here to help. 

CFS Financial Advisors can provide you individualized service, and are 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 
  • Retirement income strategies 
  • Higher education funding
  • Life & long-term care insurance 

To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment by clicking here.

Check the background of these financial professionals on FINRA's BrokerCheck.

CONTACT US

By Phone: 800.999.3961

By Email: cusofinancial@americafirst.com

Complimentary financial plans, meet with CFS* advisors one-on-one


Marshall Dean

Marshal H. Dean

Financial Advisor
CUSO Financial Advisors, LP
(801) 932-2414
611 W. Pacific Dr.
American Fork, UT 84003

Ryan Turner

Ryan Turner

Financial Advisor 
CUSO Financial Services, LP
(801) 827-8728
4768 Harrison Blvd
Ogden, UT 84403

Jesse Lugenbeel

Jesse Lugenbeel

Financial Advisor 
CUSO Financial Services, LP
(801) 215-3887
6924 S. 2300 E.
Salt Lake City, UT 84121

Frank Gerecht

Frank Gerecht

Financial Advisor 
CUSO Financial Services, LP
(801) 827-8578
756 W 1700 S
Clearfield, UT 84015

Spencer Taggart

Spencer Taggart

Financial Advisor
CUSO Financial Advisors, LP
(801) 827-8679 
425 Heritage Park Blvd
Layton, UT 84041

Matthew Pettit

Matthew Pettit

Financial Advisor
CUSO Financial Advisors, LP
(801) 215-3157
2104 East 9400 South​
Sandy, Utah 84092

Sean McGinness

Sean McGinness

Financial Advisor
CUSO Financial Advisors, LP
(702) 968-1259
2699 N Tenaya Way
Las Vegas, NV 89128

Matt McFarland

Matt McFarland

Financial Advisor
CUSO Financial Services, LP
(801) 827-8558
358 North Harrisville Rd
Harrisville, Utah 84404

Makay Dobbins

Makay Dobbins

Financial Advisor
CUSO Financial Advisors, LP
(435) 688-3853
2722 E. Red Cliffs Drive
St. George, UT 84790

Ryan Major

Ryan Major

Financial Advisor
CUSO Financial Services, LP
(801) 215-2276
451 Parish Lane
Centerville, UT 84014 

Heather Record

Heather Record

Financial Advisor
CUSO Financial Advisors, LP
(801) 827-8854
1302 W 200 N
Kaysville, UT 84037

Evan Newton

Evan Newton

Financial Advisor
CUSO Financial Advisors, LP
(702) 968-1516
370 N. Stephanie Street
Henderson, NV 89014

Manny Torrado

Manny Torrado

Financial Advisor
CUSO Financial Advisors, LP
(602) 797-3063
1511 North Project Drive
Tempe, AZ 85281

*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. ("Atria") is not a registered broker-dealer and/or Registered Investment Advisor. CUSO Financial is a subsidiary of Atria.

 Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. ("Atria") is not a registered broker-dealer and/or Registered Investment Advisor. CUSO Financial is a subsidiary of Atria.

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

America First Credit Union, PO Box 9199, Ogden, Utah 84409, 1-800-999-3961. America First Federal Credit Union does business as (DBA) America First Credit Union. Unauthorized account access or use is not permitted and may constitute a crime punishable by law. America First Credit Union respects your privacy. Please view our Privacy Policy. This credit union is federally insured by the National Credit Union Administration.

Check the background of this financial professional on FINRA's BrokerCheck.