No pressure. No commitment.
Harvard FCU Investment Services, available through CFS, offers valuable, easy-to-understand financial planning and wealth management services to our credit union members.
Whether you’re planning for retirement, saving for college, wondering what to do with an inheritance, changing jobs, evaluating IRA options or just starting to think about your financial goals—Harvard FCU Investment Services is here to help.
Reach out today to schedule an appointment!
Before you invest, invest some time with us.
To get started, schedule a complimentary consultation with one of our CFS financial advisors. There’s no pressure, no investment minimums, and no obligation to invest.
Understand your individual goals and analyze your financial plan.
Develop a personalized strategy to help reach your financial goals.
Create a retirement review schedule and address life-changing events.
Meet Your CFS Advisor!
Raj Bhanshali is a financial advisor with over two decades of experience, including roles at several leading brokerages. Throughout his career, Raj has partnered with clients to help them define their financial goals and take meaningful steps toward achieving them. Raj believes that everyone can benefit from having a financial plan and its never too early, or too late, to invest in your future.
Portfolio products that fit your financial life.
CFS works with the nation’s largest mutual fund, annuity, and insurance companies to offer you a broad and unbiased selection of investment, advisory, and insurance products and services.
Powerful, easy-to-use investment tools.
With Harvard FCU Investment Services and CFS, you’ll have access to online tools designed to help you invest smarter, quickly access your investment information, and track your success.
Learn
The Financial Management Center is a self-guided planning tool that helps you create a “snapshot” of where you stand in relation to your investment objectives.
Track
With Clear 1™, you can review the status of your investments at any time, day or night, seamlessly integrated into your Harvard FCU online banking experience.
Trade
eVision® allows you to review your investments, account details, and execute buy or sell transactions, if you prefer to manage a portion of your portfolio.
Analyze
MoneyGuidePro™ is a powerful financial analysis tool that helps you and your advisor create and track a customized investment plan for you.
Dedicated investment professionals dedicated to you.
Harvard FCU Investment Services partners with CUSO Financial Services, L.P. (CFS), a nationally recognized member of FINRA, the Financial Industry Regulatory Authority, to offer a broad array of investment, advisory, and insurance products and services.
CFS is a full-service broker that specializes in working with financial institutions like Harvard FCU. Our dedicated CFS investment representatives are here to help you manage your 401(k), college savings, wealth transfer strategies and more.
Schedule your complimentary consultation today.
See for yourself why Harvard FCU Investment Services, through CFS, is investing, uncomplicated.
*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.