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Heritage Community Credit Union Investment & Retirement ServicesHeritage Community Credit Union Investment & Retirement ServicesHeritage Community Credit Union Investment & Retirement ServicesHeritage Community Credit Union Investment & Retirement Services
  • HOME
  • INVESTMENT SERVICES
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • OUR TEAM
    • Mike Selby
  • CALCULATORS
    • Retirement Calculator
    • Investing Calculator
    • IRA Options Calculator
    • 401k Calculator
    • College Calculator
    • Life Insurance Calculator
  • CONTACT US
  • HERITAGECCU.COM

Our Investments Team

    Home Our Investments Team

    Control your investments with service and convenience.

    Financial planning isn’t just for long-term goals like retirement. It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. Our CFS* financial advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a free, no-obligation meeting.

    MEET YOUR INVESTMENT ADVISOR

    WE ARE ALWAYS WORKING HARD TO HELP BUILD YOUR ASSETS

    Mike Selby smiling

    Mike Selby

    Financial Advisor

    CUSO Financial Services, L.P.

    CA Insurance License #0674252

    Locations: Rancho Cordova, Fair Oaks, FolsomConnect
    Mike Selby smiling

    Mike Selby

    Financial Advisor

    CUSO Financial Services, L.P.

    CA Insurance License #0674252

    Locations: Rancho Cordova, Fair Oaks, FolsomConnect

    *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.

    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.

    Phone: 916.364.3050

    Email: mike.selby@cusonet.com

    707 E. Bidwell St.
    Folsom, CA 95630

    Quick Links

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    Our Investments Team

    Resources

    My Portfolio View Login

    Contact Us

    Heritageccu.org

    Financial Calculators

    Retirement Calculator

    Investing Calculator

    IRA-Options Calculator

    401k Calculator

    College Calculator

    Life Insurance Calculator

    Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
    • HOME
    • INVESTMENT SERVICES
      • Financial Planning
      • Nearing Retirement
      • Retirement Planning
      • Life Insurance
      • Saving for College
      • Estate Planning
      • Income Strategies in Retirement
      • Consolidating Retirement Accounts
    • OUR TEAM
      • Mike Selby
    • CALCULATORS
      • Retirement Calculator
      • Investing Calculator
      • IRA Options Calculator
      • 401k Calculator
      • College Calculator
      • Life Insurance Calculator
    • CONTACT US
    • HERITAGECCU.COM
    Heritage Community Credit Union Investment & Retirement Services