Denali Alaskan Federal Credit Union's Investment Services
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Denali Alaskan Federal Credit Union's Investment Services
 
Tim Dombrowsky Michael Klopfer

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Investment Services Welcomes You!

 

Denali Alaskan Federal Credit Union's Investment Services is designed to help you develop a sound strategy for reaching your long-term financial goals.

 

How? Through our Financial Advisors - dedicated career professionals, registered through our broker dealer, CUSO Financial Services, L.P. (CFS), carefully selected and trained to serve credit union members.

 

Most of all, we want you to be confident that your Financial Advisor will act in your best interest - which means you can look forward to our advice being objective, fair and honest.

 

Investment Services extends our commitment to help with your financial success.  Through CFS, we provide a full array of insurance and investment products and services that complement those offered by our credit union, including:

 

  • Seminars
  • Investment Planning
  • Retirement Planning
  • Insurance Planning
  • Estate Planning
  • Survivor Needs Planning
    • Education Funding
    • Growth & Accumulation Strategies
    • Tax Considerations
    • 401K/Profit Sharing Plans
    • Roth and/or Traditional IRAs
    • Stocks/Bonds
    • Mutual Funds
    • Annuities
    • Life Insurance
    • Managed Accounts
    • Other Investments

     

    CLICK HERE 


     

    for a Financial Advisor to help you with your questions.  To log in to eVision® click the image below

    Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. Denali Alaskan Federal Credit Union is affiliated with CFS.  Financial Advisors are employees of Denali Alaskan Federal Credit Union and registered through CFS. (Member FINRA / SIPC)

    Consult a qualified tax professional for specific tax advice.

    eVISION ® is a registered trademark of CFS.

    Denali Alaskan Federal Credit Union

    Financial Center
    440 E. 36th Ave, Anchorage, Alaska
    Phone: (907) 257-7200 / Fax: (907) 222-5832

    Mailing Address:
    440 E. 36th Avenue Anchorage, AK 99503-4136

    Fairbanks*
    322 Old Steese Highway, Fairbanks, AK 99701
    Phone: (907) 452-4239 / Fax: (907) 451-8994

    Southside Financial Center

    1501 East Huffman, Anchorage, AK 99515

    Phone: (907) 257-7200 / Fax: (907) 222-5804


    Wasilla*
    595 E. Parks Hwy Wasilla, AK 99654
    Phone:(907)357-7494/Fax: (907)357-7458

    *Available by appointment only for Investment Services 

    Electronic Services:
    (907) 257-7209
    Toll-Free: (800) 764-1123 x 3
    Mon - Fri 9 a.m. - 6 p.m., Sat 10 a.m - 6 p.m

    InTouch24:
    Anchorage: (907) 257-7224
    Fairbanks: (907) 456-1937
    Toll Free: (800) 764-1123
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    Bob Teachworth, CEO
    Chairman of the Board of Directors
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