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Business Wealth and Benefits Solutions

Build a financial future for you, your business, and employees

Explore a full suite of services for your small business.*

Overview

RCU is proud to offer a complete set of business investments and benefits solutions through CUSO Financial Services, L.P. (CFS*). Together, we can help you plan for the future of your business and that of your team.

Business Retirement Solutions

Work with our CFS* Financial Advisors to create a retirement program to galvanize your team.

Employee Benefits

Be a competitive employer by offering a generous compensation package.

Business Insurance Products**

Protect your team and your top executives with business insurance offered through CFS.*

Business Investment Services

Build your business and your future with a team that cares.

Have a question?

If you have questions about securing your financial future and that of your business and employees, let’s talk.

  • *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.

    **Insurance products are not deposits of Redwood Credit Union and are not protected by the NCUA. They are not an obligation of or guaranteed by Redwood Credit Union and may be subject to risk. Any insurance required as a condition of an extension of credit by Redwood Credit Union need not be purchased from Redwood Credit Union and may be purchased from an agent or an insurance company of the member’s choice. RCU Insurance Services is a wholly-owned subsidiary of Redwood Credit Union. Business conducted with RCU Insurance Services is separate and distinct from any business conducted with Redwood Credit Union. License no. 0D91054. NPN no. 7612227.