Services

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. Take advantage of the professionalism of our CUSO Financial Services LP (CFS)* investment representatives, at Deseret First Credit Union, who are available by appointment to meet and discuss your goals. Contact one of our CFS* investment representatives today to set up a no-cost, no-obligation consultation.

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Retirement Income Planning

Retirement should be about enjoying yourself, not questioning your retirement plan. Our CFS representatives will provide you with the guidance and support you need to help take charge of your retirement.

Financial
Planning

Investing isn’t just about money – it’s about your future. Let us help you create the future you want for yourself and your family. Whether you’re an experienced investor or new to investing, we’re here to help you every step of the way.

Business Investments

The confidence in the relationship you have with your personal accounts now extends to your business. Let us help you set goals and plan for the future of your business. If you are looking for business services, insurance, or investment advice, CFS is here to help.

Education Planning

No matter your child’s age, it’s never too early to start planning for college. With our experience and guidance, we will help create the right plan to maximize your savings.

Retirement Planning

Just like anything in life, everything is easier when it’s in one place – and your retirement accounts should be no different. Our CFS representatives will help to streamline your investments and seek out new opportunities for your journey through retirement.

Insurance Services

Your life is impossible to replace. Life insurance can help provide you with peace of mind and help provide your family with financial stability and security when it matters most.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

contact.cfsinvest@dfcu.com | (801) 456-7560

Contact

3999 West Parkway Boulevard

West Valley City, UT 84120

info@deseretfirst-lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Deseret First Credit Union and Deseret First Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Deseret First Investment Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Deseret First Credit Union or Deseret First Investment Services. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT CREDIT UNION GUARANTEED}	^{NOT CREDIT UNION DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.