What is Member Plus CUSO, Inc.?
Why do we have Member Plus Cuso, Inc.?
Credit Union Members wanted to have access to Financial Advisor Services just like the local banks offered. In order to provide investment advice to the members, the Credit Union needed to create a separate division in order to offer those services. The separation was required because investment services offered by a Financial Advisor contain risk and are not guaranteed versus the products offered by the Credit Union. As a result, Member Plus CUSO was created in 1992.
As a member of Achieve Credit Union, members have access to an independent Financial Advisor who can meet with you personally to discuss your investment needs. There is no fee or obligation for a consultation. Stocks, Bonds, Mutual Funds, Annuities, Retirement and College Planning are just a few of the investment options available through Member Plus CUSO. Our Advisors offer securities through LPL Financial, Member FINRA/SIPC and offer investment advisory services through Sequoia Wealth Management.
Call us today to schedule an appointment at 440-324-3400 ext 129. Member Plus CUSO is located on the second floor of Achieve Credit Union at 3400 Griswold Rd. in Elyria.
Call us to schedule your free, no obligation consultation today at 440-324-3400 ext 129 and ask for our CUSO Department Cheryl Janik and Renee Dietz. Member Plus CUSO, Inc.is conveniently located upstairs at our Elyria branch.
We offer access to:
- Stocks & Bonds
- Mutual Funds
- Retirement Plans
- Investment Counseling
- College Planning
Schedule today with Cheryl
Cheryl Janik began her financial career in 1999 and established Advantage Financial Services Group Ltd. in Elyria in 2003. She holds her Series 7, 24, 63 and 66 licenses through both LPL Financial and Sequoia Wealth Management. Along with being a Financial Advisor, Cheryl is appointed to sell Health, Life and Variable Insurance products as well as Long Term Care Insurance. She is a member of the Financial Services Institute.
In 2004, Cheryl became the Financial Advisor for Achieve Credit Union, formerly School Employees Lorain County Credit Union. Cheryl has been a lifelong resident of Elyria, is an avid golfer and has served on the board of Blessing House for 10 years. Cheryl and her husband Paul are parishioners of St. Jude’s Catholic Church.
Schedule today with Renee
Renee Dietz joined Advantage Financial Services Group Ltd. in 2005 as a Financial Advisor. She began servicing Credit Union members at that time. Renee has her Series 7 and 66 licenses through LPL Financial and Sequoia Wealth Management and is appointed to sell Health, Life, Variable and Long Term Care Insurance.
Renee currently serves on the Boards of both the Women’s Akron District Golf Association (WADGA) and the Greater Cleveland Golf Association (GCGA) and is an active member in both leagues. She resides with her husband Bill in Medina.
Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA insured. Not Credit Union Guaranteed. May Lose Value.
Check the background of this firm on FINRA's BrokerCheck.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
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